Portfolio

The best way to approach portfolio declines, withdrawal rates and even emergency cash needs.

Surprise riches can help clients as much as hurt them. 

A new hybrid robo from Schwab touches off debate about the level of advice delivered by phone and changes in the profession brought by digitization.

Advisers using the custodian's institutional robo platform say they have found ways to make it benefit their practice and helped them rethink the services they offer.

Advisers aren't being eliminated. But they should understand the trends transforming the industry.

The $1.8 billion Senfina, which allocated money among a group of 11 portfolio managers, lost 6% last month alone.

With cybercrime an increasing threat to small financial firms, it’s important to have a comprehensive defensive program in place.

Although clients pay taxes on the contributions they make, they can still expect tax savings as their money grows tax-free and future distributions are exempt from taxes.

Interested in buying or selling a firm? David DeVoe's essential guide for advisers.

Who is poised to buy next year?