Portfolio

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.

Clients expect their emails and texts to be responded to nearly instantly, says Earl Jefferson, founder of Texas-based advisory 7th Harvest Investments.

Four elite advisers who left the independent channel to launch their own RIA deliver blow to Wells Fargo's target of a best-ever recruiting year.

Active asset managers such as GAM are facing higher regulatory costs and the growing popularity of low-cost ETFs that passively track markets.

The views echo concerns expressed by some managers as stocks reached record highs and bond yields plunged to historic lows.

See which independent broker-dealers have the highest revenue.

A variety of clients may find it wiser to hold back.

A variety of clients may find it wiser to hold back.

Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.

The hedge fund's legal woes, however, have taken a toll on the company's stock, which has fallen about 71% in the past year.