Portfolio

This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures. Here are a few trends all advisors should follow.

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

Changes to the RIA Leaders rankings illustrate a hard truth about the industry.

You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication.

Two changes will come into effect by July -- an alternative capstone course, and a broadened definition of experience requirements.

In an effort to groom their top talent, some of the industry's biggest financial firms are offering training on how to look and sound like a powerful executive. But how do you tell Ivy League MBAs they need to work on their image?

Cerulli predicts that market share gains in the RIA and dually registered channels will likely come at the expense of wirehouses and independent broker-dealers.

Morgan Stanley is in talks with the U.S. to resolve an investigation into the bank’s creation and sale of mortgage-backed bonds, the latest in a string of Wall Street cases tied to the 2008 financial crisis, a person familiar with the matter said.

Annuity guarantees will help improve relationships among couples, says annuity specialist; Plus, five great small cities for retirees.

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.