Portfolio

Michael Sonnenfeldt doesn't mince words: "There is no safety in safety," the founder of Tiger 21, a network of "ultra-high-net-worth" investors, said.

Although markets were jolted by The UK’s vote to leave the European Union, one asset manager says it was a good test.

Top advisers are using these strategies to create well-balanced portfolios.

Hiring is one of the toughest challenges firms face. Are college graduates from four-year programs the answer?

The leading IBD cut a top consulting division that catered to its largest firms and set up potential conflict between groups of advisers: those in and out of OSJs.

Like their clients, brokers too need to watch how they react to markets.

Banks and credit unions can test whether they want to get into the investment services business without bringing in advisers or partnering with a TPM.

Experts break down exit strategy options and what advisers should and shouldn't do.

RIAs snag annual FP Pro Bono Awards for innovative programs.

How options ranging from traditional index, tax-managed and static allocation funds to traditional IRAs and Coverdell Educational Savings Accounts may boost your client's return.