Portfolio

So far in 2015, Vanguard is leading a record $365 billion in net flows into low-cost and passively managed index funds and ETFs.

For the second straight year, tuition revenue will drop for about 30% of private universities, according to Moody's.

It may seem harmless, a client suggests about a plan to sell back an advisor's foreclosed property. Bad idea, says attorney Alan Foxman.

Similar to mutual funds, but for a fraction of the price, collective investment trusts can make a big difference to a portfolio.

Snowden Lane's newest wirehouse recruits opened a California office for the independent firm.

Sky-high prices at recent art auctions – in one case up to $170.4 million – may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.

Some clients may be better off claiming benefits early if they are younger than their spouse and expect a shorter life span because of medical problems; Plus, what clients need to know about annuities.

Create a performance management process to get the most from staff members.

Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.

Advisors should assess critical assets of the service agreement beforehand.