Portfolio

The advisory group decided that operating as an RIA was a better option.

An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.

The planner, who oversaw $132 million in client assets while at the wirehouse, is starting out on his own with help from Raymond James, the firm said.

Planners can build a long-term relationship, but only if they know what to focus on.

Clients who make their living from agriculture have some unique planning challenges – Mother Nature, for one.

Positive psychology might be the key to determining just what a client needs.

Advisers who are attentive will find that they retain their books of business.

Advisers can – and should – do more to help clients guard against messy inheritance fights, an attorney says.

New academic research that concludes active bests passive seems suspect.

Investors should rebalance their portfolio, consider investing in foreign markets and avoid trendy ways to minimize risk. Find out what they shouldn’t do.