Portfolio

Some advisors question the time, energy and creativity involved in blogging, but here are some ways it's helping solo advisor Dave Grant's practice.

The fast-growing Kansas-based advisory firm with national ambitions has planted its flag in New York City, signing on RR Advisory Group.

Instead of simply screening out trouble areas, impact investing refers more broadly to the alignment of clients' values with their portfolios. Here are seven smart strategies.

Although many in the industry consider Dynasty and HighTower rivals for the allegiance of breakaway teams and independent RIAs, CEO Shirl Penney says Dynasty “doesn’t run into [HighTower] as much as you may think.”

When Illinois lawmakers report to the capital in Springfield today for another attempt at fixing the nation’s worst-funded state pension system, the gathering will have a ring of familiarity.

The U.S. Treasury Department has signed intergovernmental agreements with the Cayman Islands and Costa Rica in an effort to combat offshore tax evasion as part of the implementation of the Foreign Account Tax Compliance Act.

The IRS has released the final regulations for the 0.9% Additional Medicare Tax that was imposed as part of the Affordable Care Act.

McGraw Hill Financial’s Standard & Poor’s unit said the U.S. government has broadened the securities covered in its fraud lawsuit against the ratings company so that the case would be unmanageable at trial.

Today we show Nos. 1-25. The advisors listed here are not just home-run hitters. Rather, they are all-around players skilled in all aspects of the game. We would argue that’s the way to build success so that is what we set out to illustrate with the BIC Top 50.

The advisors listed here are not just home-run hitters. Rather, they are all-around players skilled in all aspects of the game. We would argue that’s the way to build success so that is what we set out to illustrate with the BIC Top 50. Today we show Nos. 26-50. Check back tomorrow for Nos. 1-25.