The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.

A comparison of 'decision rules' with rebalancing suggests that advisors may not be giving one simple strategy the credit it deserves.

You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication.

Review clients’ policies annually, paying particular attention to changes in both rates and charges. Here's a list of items to watch.

At TCI Wealth Management, Bob Swift wanted a succession plan that would let him distribute ownership but keep working. Here's the solution he developed.

Hey, advisors: You need to understand your clients' life goals before you can help them on the financial ones.

Digital tools are one thing, Dave Grant says -- but he has grave doubts about the future of totally remote financial planning relationships.

Advisor, beware: Funds that use complex, hedge style methods may not be appropriate for client retirement accounts.

Investors have gotten more desperate in their pursuit of yield, reaching for ever-dicier products. What could possibly go wrong?

Frequent traders use the tools with individual stocks, but planners advise caution for many clients.

A new version, called EMXpro, offers updated design and deeper planning options, and fixes earlier shortfalls in functionality.

This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures. Here are a few trends all advisors should follow.

Changes to the RIA Leaders rankings illustrate a hard truth about the industry.

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

The January Issue is now online!


Industry Events

February 11, 2015 |

March 4, 2015 |

April 26, 2015 |

Already a subscriber? Log in here