Portfolio

Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.

Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.

Some advisers are actually embracing changes by making the rules work for them.

Real estate can be a good investment because historical data show that increases in rental rates outpace inflation, but there are caveats for clients to consider.

If these ratios increase along with stock prices, how high is too high?

The RIA's 7th deal in 16 months is for a $160M adviser.

The deciding factor might be ruthlessness.

The four advisers had spent their entire careers at Merrill before making the switch.