Dan Weil

In the past, both asset classes served as sources of capital appreciation and income.

These portfolios look poised to shrug off their recent underperformance.

Rates rising and falling? This strategy works either way.

Technology is a tool, not a substitute for actual interaction.

Some experts say the advantages are oversold.

Self-directed IRAs can provide solid returns and tax protection.

These all-weather investments could be just the ticket for clients.

Advisors should embrace videos and infographics and think about how they're using social media.

Let wealth planning, CRM and portfolio rebalancing software do the grunt work.

Concentrating too much of a client's portfolio in U.S. stocks creates too much risk.

The same standards apply as would to an outsider – being qualified and having the trust of clients.

Here are tips for weighing the pros and cons of each option.

Some make a complete break from their firms, while others opt to maintain a part-time presence.

With more focusing on specific client niches, it makes sense to go where the money is.

With more focusing on specific client niches, it makes sense to go where the money is.

Consider customer referrals, a strong media presence and philanthropy.

Consider customer referrals, a strong media presence and philanthropy.