Portfolio

After his roller coaster ride with troubled RCS Capital-owned Cetera Financial Group, Steve Dunlap returns to his entrepreneurial roots.

The largest independent firms to make the cut.

One contributor takes exception with the idea that many Americans are in trouble with their savings; Plus, clients should ignore calls to 'sell everything!'

Fund flows over the course of a number of years now have been pointing decidedly in favor of passive strategies, he says, be they index, mutual funds or ETFs.

The investing strategy Warren Buffett recommends to his wife when he dies could lead to high stress for other investors during volatile markets since it calls for a high allocation to stocks.

Four key points to keep in mind while handling a market downturn.

Voices: When pundits use the word uncertainty, they may be coming to grips with their own imperfect mental models.

The reverse mortgage industry is optimistic after recent reforms to the Home Equity Conversion Mortgage by the FHA and newfound respect from financial planners.

M&A deals in the fee-based RIA space to hit about 250 this year and double by 2019, Tiburon predicts.

A study of liquid alt funds finds that most of them do not significantly reduce portfolios’ volatility.