Portfolio

But our exclusive tech survey shows that CRM software isn’t being used to its potential.

Going the RIA route is not an easy decision, but thoughtful preparation can get you there. Here’s how.

The Bloomberg Commodity Index, a measure of returns for 22 components, slumped about 25 % in 2015. The gauge is headed for a fifth annual loss, the longest streak since the data begins in 1991.

Some marketing may be counterproductive. Advisors need to communicate the value planners actually offer. Here's how.

The idea behind asset allocation is simple: when one market struggles, it’s OK because an investor can jump into another that is thriving. Not so in 2015.

Planners who remain in a position of control, whether employed at the wirehouses or regional broker-dealers, or operating as independents, can maintain client loyalty in troubled times, says recruiter Mark Elzweig.

Tech survey shows that 62.7% of advisors use it, up from about 50% in 2014 and 39.4% in 2013.

Tech survey shows that 36.8% of advisors are already working with these digital platforms.

Workers with high-deductible health insurance plans qualify for health savings accounts, which gives them an opportunity to do tax-free investing and supplement their coverage even after they are retired; Plus, how retirement saving changed in 2015.

Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.