Practice

The tax-focused independent broker-dealer has added two new executives to its management ranks.

Investors chase performance because it feels good, but pain is a good sign we are helping our clients invest well.

In the latest deal for Focus Financial Firm, Boston-based RIA expands footprint, sees more acquisitions ahead.

Here are some of the smartest things heard -- and tweeted -- from Tuesday's conference hosted by financial advisors and bloggers Barry Ritholtz and Josh Brown in New York City.

Amid a surge in consumer assets, firms that cater to high-net-worth clients have a particular advantage, Chip Roame told an audience at the Tiburon CEO Summit.

A recent round of hires includes one Wells Fargo advisor with over $1 billion in assets under management.

The firm was praised for its client marketing materials at the annual Retirement Income Industry Association conference. Allianz and Principal were also honored.

Municipal analysts and strategists are looking in the health care and housing industries and at credits with intermediate maturities for potential bargains that may be created by irrational fears over the government shutdown and the debt ceiling.

The turnkey asset management platform taps executives with experience at Fidelity, Schwab and Russell Investments.

The financial advisors and bloggers -- who recently launched an RIA, Ritholtz Wealth Management -- will host their fourth annual Big Picture Conference Tuesday in New York City.