Portfolio

Rather than fighting off digital competition, RIAs should bet on Betterment's "robo advisor" technology, says industry veteran Steve Lockshin.

Fidelity is urging firms to "tone down" sales aspects of planning jobs when trying to recruit new Gen Y advisors, raising the hackles of at least one fiduciary expert.

New York is the capital of the art world, but brave investors may want to look farther afield for opportunities. Be very careful, advisors say.

Advisors should think carefully about finding the right macroeconomic numbers and statistics to share with clients.

When news accounts make clients jittery, advisors must help them strike a balance between bad news and the long view.

Alternative investments have been growing rapidly in popularity in recent years as new funds have been mushrooming and money has been flowing in. Andy Saperstein, Morgan Stanley’s head of investment products and services, explains the wirehouse’s history of working with alts and Morgan’s current approach to leveraging them in client portfolios.

The industry is losing about 3,000 to 4,000 advisors annually who aren’t being replaced, says Pershing CEO Mark Tibergien.

Municipal managers say they're continuing to shield their clients' municipal assets from higher rates even though the timing of a rate hike remains uncertain and some are beginning to doubt rates will spike in the near term.

Intended to help new planners jumpstart their careers, the career site is set to launch in January and will be sponsored by Fidelity.

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