Portfolio

Israel and Gaza. Russia and the Ukraine. When does smart money bet on the conflicts subsiding?

As more companies offer ‘financial wellness’ benefits to employees, planners have a chance to build new relationships.

Nicholas Schorsch boasts of new RCS platform's offerings and advisor payoff, but user interface offers glitches, confusion.

Independent Financial Partners, an LPL firm, tapped a financial services veteran to recruit advisors from the wirehouse channel.

A Simple Way to Shrink Taxes; A trust protects a doctor’s office project; Investors should address aggressive corporate tax planning.

Michael Aronstein, a portfolio manager for Marketfield Asset Management, says the Fed moves have forced advisors to rethink the way they use bonds in a portfolio.

"Our industry is at the early stages of disruption by robo advisors. It's not a question of if this will happen but when and how much," says planner and industry consultant Deborah Fox. Here are three upgrades advisors need now.

For some advisors, a virtual office model offers advantages other than a reduction in costs.

Applying your fantasy football skills to retirement savings; 7 fatal flaws in America's 401(k) plans; 3 steps to protect your portfolio in the next market crash

Achieving these three goals can help advisors meet their firms' ultimate growth objectives, an online marketing exec tells advisors.