Practice

The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

From San Francisco to Dallas, here's a look at the 10 top housing markets where homes sell above the asking price.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

Expenses are rising, but revenue is flat as the regulator holds off on raising member fees.

Consolidators are doubling and tripling RIAs' five-year performance.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

The software is powered by analytics previously available only to larger institutions.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.