Portfolio

Mutual Fund Trends - Same Themes, Different Decade

GMO’s Inker Sees U.S. Stocks Losing Ground in Next 7 Years

The Standard & Poor’s 500 Index will have negative inflation-adjusted returns during the next seven years because U.S. stocks are so overvalued, said Ben Inker, head of global asset allocation at investment firm Grantham Mayo Van Otterloo & Co.

The selling advisor tends to think their practice is worth a lot more than it may be. Here are five things to ask the selling advisor and the appraiser before you buy a practice.

As a startup planner, I find I need to try new lines of business. My recently launched video series recently got its first customer.

Spurred by the brisk stream of breakaway brokers, HighTower has doubled its recruiting team and lured two new partnership teams: Andriole Group and Klein Wealth Management.

Flows Reflect Investor Caution

Market Access Concern Drives Fitch's Negative Watch for Puerto Rico

While the traditional way of gauging a client’s tolerance for risk is typically determined using a basic questionnaire, there’s another method that’s just as – if not more – reliable.

Really skilled networkers not only take advantage of their own networks, but tap other people's networks as well. Here's how one advisor used networking to build a $325 million practice in five years.