Portfolio

Security experts say it's now crucial for advisors to understand that the fraud landscape has changed: Planners and their clients are both targets, and new federal rules (and custodians' policies) make advisors primarily responsible for fraud prevention. Advisors and other experts recommend a number of techniques for keeping clients safe.

After the first year of running his own RIA, an advisor reflects and offers some lessons learned.

When the Navy called Robert Gerstemeier back for involuntary active duty, he was glad that he had prepared for the unexpected.

Here are the smartest tips and tricks we’ve heard recently.

By focusing on what really needs protecting, advisors can help bring insurance spending under control.

Despite declining numbers, defined-benefit plans are in vogue with small business owners and the advisors who serve them.

For clients, is one type of firm, business model or fee structure better than another?

Scott Adams and Heath Burch focus exclusively on families with special-needs children. It started as a small workshop because Adams was going through these same issues, but then it boomed into a practice that draws clients from 49 states and overseas.

New York is attracting financial technology startup companies and venture capitalists, who like the proximity to large banks. But watch out for London.

Common Mistakes in Retirement Savings; Tuition vs. Nest Egg; Alternatives, Yes or No