Portfolio

As advisors, women listen better; as clients, they want to be heard. On both counts, the time is now for women in the advisory industry.

Ideal Asset Management CEO Rahul Shah says the bond between advisor and client is strengthened best through proven performance.

Regulators are seeking to ensure that post-crisis rules and monetary policy aren’t creating a toxic brew that’ll explode amid a sudden exit by investors.

How to help women in junior roles take the steps to become successful independent advisors.

The Constellation deal underscores the importance of banks continuing to be major players in RIA mergers and acquisitions.

The brokerage model as the industry knows it may be pushed aside by a future fiduciary standard.

Firms seeking to cut a deal, whether buying or selling, need to understand these key considerations.

An advisor who oversaw $75 million in client assets left the wirehouse to join the super regional's independent channel.

Complacency is the latest threat facing federal employees.

Major corporate pension funds incurred an investment return of 9.7% from their hedge-fund investments last year, lower than 13.7% earnings and dividends posted by the S&P 500; Plus, how much of a client retirement portfolio belongs in bonds.