Portfolio

Fund sponsors must approach robo advisors like that of a home office at a traditional broker/dealer intermediary, ensuring the marketing and sales approach is tuned to how the product will enhance robo advisor model portfolios.

A hearing last week dealt with one case that could have far-reaching implications -- challenging Maryland's authority to tax all income of a resident whose business pays taxes to other states -- while another case coming up on the Affordable Care Act promises to have even bigger ramifications.

Americans can limit their spending, work past their retirement age or accept that they could spend their golden years in poverty; plus the benefits of a phased retirement and tips for choosing a country in which to retire abroad.

Advisors need to face a hard truth: Independent RIAs have lost this round. Fortunately, there are other, better ways to set yourself apart.

J.P. Morgan has lost advisors to its rivals, including a team with nearly $1 billion in AUM. Meanwhile, RBC Wealth Management has recruited several advisor teams managing more than $350 million in assets.

When helping clients plan their charitable giving, there are two topics advisors need to cover in-depth in their first conversations.

If you want to find the next generation of talented advisors, you may need to know which schools are educating them. The CFP Board certifies 372 educational programs, from certificates to Ph.Ds. See the 35 standout colleges, universities and other educational programs that made our list.

Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.

Stocks that have suddenly become predominant in a client's portfolio are prime candidates for a charitable donation.

When helping clients plan their charitable giving, there are two topics advisors need to cover in-depth in their first conversations.