Bob Veres performs an unofficial survey of advisers on rebalancing and gives some important takeaways. Read more about them in the June 2020 issue along with these other articles:
The Advisor Alpha Opportunity: What are the best practices for rebalancing client portfolios and tax-loss harvesting? A survey of the advisor community shows that the issue is more complicated than it might first appear.
The Profession: Schwab and rivals introduced a new custodial revenue model. Pershing responded with a choice of