Dave Lindorff

Making fixes and adjustments to a portfolio can take time, so use these funds to right the ship temporarily.

For those willing to wait, these ETFs can reduce volatility and improve portfolio performance.

Some clients want fancy flavors, but their funds don’t have to be the equivalent of chili coconut.

Opinions vary as to whether being a fiduciary advisor draws clients to a firm. Here’s how to determine if it’s a good move for you.

A new partnership can boost a firm’s revenue, but without a formal written plan, things may go awry.

Opting to do business in an area that appeals to clients could be worth the extra expenses.

The growing divide is due to special incentives for top advisors, as well as changes in the grids that give them a bigger percentage.

A few clients in the right profession can lead to a whole book of clients who do the same thing.

A few banks started paying their advisors by salary years ago--now others are considering the same.