Portfolio

With 27,000 advisors on the move this year in wealth management, the industry remains in a period of flux.

Price moves have become more pronounced among the companies managers expect to rise.

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

From CRMs to robo advisors, planners share what's in their toolkit.

Planners are overwhelmed by options and wary of expensive solutions that don't do what's promised.

Once deeply wary of digital tools, planners may be turning a corner.

B. Riley is grabbing a majority stake in National Holdings while pledging to be a passive investor in the overhauled firm.

Think RIAs are valued at two times gross revenue. Think again.

A chief operating officer can be a firms' secret weapon for growth.

The Global Income Fund slashed its equities exposure by nearly a third in October and moved part of the proceeds into U.S. and European high-yield debt.