Portfolio

IMCA and CAIA are teaming up to fill in a knowledge gap about alternative investments, offering a new online education program that teaches the basics to the uninitiated.

Lifestyle practices get a bad rap. But one of my main goals when starting my RIA was to build a business and a life that met my needs.

The variable annuities sector stabilizes as issuers find a balance between provider risk and client protection.

While the cloud shift and mobile tools continue to dominate, a few newer patterns emerged at this year's T3 conference.

Forging real relationships -- in person and not just online -- builds not only long-term friendships, but business to boot, says one marketing expert.

CFP Board makes new push into academia with plans for a center at its headquarters and an academic journal

The so-called Crummey technique has the IRS concerned, so planners might want to alert HNW clients before the opportunity is reined in.

Many states have updated their trust laws, providing simpler techniques to help trustees deal with the challenges of irrevocable trusts.

Investors who beat a path out of global equity markets earlier this year are stampeding back in.

Retiree optimism is an encouraging improvement and most likely correlates to a stronger stock market and the prospect of higher interest rates in the future, says Wells Fargo executive.