Miriam Rozen

When it comes to fixed-income evaluations, differentiating rhetoric from policy is key.

Targeting lower durations is possible with these securities amid rising rates.

An exit from the European Union doesn't necessarily require immediately pulling out from the U.K. bond market.

Medium-sized RIAs have few options, but the SEC’s examination priority list makes this a hot topic.

Some advisors are holding out in case the technology changes.

They have become increasingly attractive as real estate prices climb.

Many advisors want nothing to do with cryptocurrency.

A proliferation of ETFs raises the stakes of distinguishing between passive and active. It's smart to be a little skeptical.

Ideally, these tools allow clients to view all their accounts in a single location and evaluate the impact of their investments.

"If you think you are going to get paid for what technology can do, think again."

Don't let momentum for an asset class in either direction overtake logic.

They started early and hired successor candidates based on their values, not just their skills.

One adviser calls it a "fairly destructive strategy."

Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

Verify every candidate’s claims about the quality and quantity of their clients.

Verify every candidate’s claims about the quality and quantity of their clients.