Portfolio

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.

RIA owner Allan Boomer shares his experiences of finding success as new member of the profession.

The new platform offers the convenience of a brokerage account without incurring any of the fees that go with it, the companies say.

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

The new hires join the wirehouse from rivals Morgan Stanley and Merrill Lynch.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Check out these three-steps to broaden the firm’s reach from sea to shining sea.

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.

Russia, Brazil, and Canada saw big jumps in their populations of high-net-worth investors last year.