Portfolio

A private equity firm will help the robo RIA evaluate financing options.

How the profits on capital gain distributions can turn into a negative for your clients' wallet. Plus, time is running out on low-interest rate, intra-family loans. Also, not forgetting dependency exemptions before year's end.

"I don't see a top in valuations," says Marty Bicknell, CEO of Mariner Wealth Advisors.

Advisors use Facebook, LinkedIn, Twitter; some companies formulate official policies.

Clients who have $30,000 in student loan debt would have missed as much as $325,000 in investment opportunities in their 401(k) plans; Plus, the one money move to make before the end of the year.

The burden is on money managers to demonstrate their value by finding "sweet spots" that increase returns and manage risks if they want to maintain record profits and compete with increasingly sophisticated passive investments, according to a new study from McKinsey.

It’s rare that advisors leave the Christian-oriented independent firm, a spokeswoman says.

Exencial’s John Burns is looking to buy RIAs and his phone “has been ringing a lot."

Financial planners and tax experts offer their unique strategies for year-end planning that can help your clients.

Financial planners and tax experts offer their unique strategies for year-end planning that can help your clients.