Portfolio

"Tools like Slack are great, but they cannot communicate your culture," said Patrick Tucker, founder of True Measure Advisors.

To convince advisors to try its platform, Capitect took a number of steps, including partnering with XY Planning Network to provide its tools to members without cost.

Here’s what the two seemingly contradictory trends mean for advisors.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal.

The recruits oversaw more than $200 million in client assets.

Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?

The funds raked in a combined $840 million last week despite competitive hurdles banks typically face going up against money managers’ core products.

Certain clients will have to take a taxable distribution from the account every year.

Why structuring your practice under a lead advisor won’t serve your staff — or your clients