Portfolio

Industry struggles have meant a raft of changes for planners and their clients.

As longevity increases, advisors must find smart new ways to prepare clients for the cost of an extended retirement.

Firms that divide clients into groups to allow varying service say it helps the practice and improves the overall experience.

From client interfaces to integration and digital signature, here's what's on tap at the four major RIA custodial firms.

Clients often place too much importance on high performance and not enough on consistent returns.

If you're not focusing your time and attention on the people who add the most value to your firm, you're getting it wrong.

Many banks already offer the right products and services but fail to properly market them to younger customers.

Some regions of the world have outperformed others, but deciding how to allocate foreign equity dollars can be challenging.

Private equity is coming to a 401(k) near you; How different types of retirement income are taxed; Navigating the complex world of 401(k) fees

Pensions and endowments have used liability-driven investing for years, but is it feasible as a retirement income strategy at the individual level?