Portfolio

Trust is critical to establishing good relationships with clients, but the financial industry has long suffered a trust deficit. Time to talk about it.

Alternative investments aren't just for institutions any longer. Alt mutual funds and ETFs have seen a 100% increase in inflows over the past two years.

Retirees ignoring biggest assets; Spending habits more important than income; Situation improves for 65-year-olds

Triad believes it can attract advisors who are "more entrepreneurial" with its hybrid model.

Some advisors have found that covered calls outperform bonds and provide savvy selling strategies.

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.