Portfolio

A focus on alternative investments, low confidence in traditional stocks and bonds, and values-driven investing are at the forefront of millennials' wealth habits.

As the July 4 launch date nears when clients can start contributing to Trump accounts, advisors discussed pros and cons of this method to save for children.

As the RIA industry's own declaration of independence turns 86, its underpinnings have never been at greater risk, writes fiduciary maven Knut Rostad.

Women pursuing career milestones like opening their own RIAs could fall into traps based on those comparisons — or use them as inspiration and research.

A survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.

Negotiating with hospitals, investing in HSAs early, and having a plan for emergencies are all ways experts said advisors can help clients navigate the complicated health care landscape when clients are in debt.

From hedge funds to wealth managers, Wall Street has embraced artificial intelligence in search of an investing edge. Researchers are now asking what happens when more investors turn to similar AI models to find one: buying the same stocks, reacting to the same headlines, and sometimes making the same mistakes.

Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they guide clients through Roth conversions.

Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current level of specialization.

Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.