Portfolio

Some research shows that alternatives have as much chance of hurting performance as helping. With so many new products available, how can advisors ensure that they're picking the right ones?

Planners who started their professional lives in other fields identify the crossover skills that make them successful.

With the number of independent workers on the rise, advisors need to know about the distinct issues that they face.

Wealthy clients need help raising kids who’ll value community well-being and financial stewardship. Here’s how advisors can help.

Here's how Roger Hewins used an accounting firm connection to help create a $3.5 billion RIA.

The third edition of Redtail's highly popular CRM application seems destined to help the company hold its leading position.

The strategy once known as SRI has rebranded and expanded. Here’s what you should know now about the universe of values-based strategies.

A wirehouse advisor team managing about $400 million in assets has left UBS to join Snowden Lane Partners, an independent firm.

Recent mutual fund flows suggest more advisors are going across the pond when constructing their client portfolios.

Investors should beware when the Tax Code says one thing about real estate in an IRA, but the IRA custodian says another.