Portfolio

Clients are wary of working with young advisors. Here's how to win them over.

Fixed income funds dominate the space, but equity and futures funds may pick up speed soon.

One planner gained expertise handling her own family's needs - then offered that knowledge to other advisors.

Leon LaBrecque has built a successful business working with police officers, firefighters and the 'working affluent.'

A revised chart helps explain returns and highlights the greatest challenges for diversified investors.

Financial theorist William Bernstein raises the specter of 'deep' portfolio risk. Warning: This may get ugly.

Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary.

Consolidation is reshaping our rankings of RIA Leaders - which firms will top next year's list?

This year's list includes fast-growing hotshots who are challenging the status quo, established stalwarts and granddaddy firms that have been around for more than a century.

Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.