Portfolio

A clinic at the University of Georgia has offered free advice through a variety of methods for almost a decade.

Many firms are finding new ways to incorporate computer models and data science into their research.

Judy Volkmann, founder of the FPA’s New York chapter, helped launch a college program connecting hundreds of mentors with students.

The smart-beta offerings each have an international focus.

Advisers have turned into the new active investment managers.

Dan Arnold says behavioral management, automation and portfolio and planning services need to be combined to win future clients.

"Make the process as collaborative as possible," one expert says.

Unlike when they were still working and their employer withheld an amount for their taxes, retirees need to make estimated tax payments to the IRS.

The firm has been building its passive business as investors dump active products.

After Sept. 11, 2001, one planner resolved to use his skills as a CFP to assist affected families pro bono and he rallied others to his cause.