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.

Veteran bank advisors are being lured away by big brokerages and finding new talent to take their place is challenging.

The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.

Doing something an advisor loves can bring in more clients than a slew of promotional meetings.

An online presence can help build an advisory firm but can hurt a reputation if overused.

Some may not want to get dressed, shaved and made up before meeting on camera.

Turning business away might hurt advisors’ growth prospects.

The recruits collectively had $1.7 million in annual revenue before making the move.

An advisor group left the wirehouse for the independent side of Raymond James.

Seniors increasingly rely on their advisors, so don’t let them down.

Seniors increasingly rely on their advisors, so don’t let them down.