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The $1.8 billion Senfina, which allocated money among a group of 11 portfolio managers, lost 6% last month alone.

Investors are paying more attention to metal producers, which have cut debt and costs to better benefit from a rebound in prices and demand.

With cybercrime an increasing threat to small financial firms, it’s important to have a comprehensive defensive program in place.

Although clients pay taxes on the contributions they make, they can still expect tax savings as their money grows tax-free and future distributions are exempt from taxes.

Mary Ellen Biery is a senior writer and content specialist at Abrigo.

Interested in buying or selling a firm? David DeVoe's essential guide for advisers.

Who is poised to buy next year?

Both recruits have more than two decades of experience.

Millions in clients' funds was steered into a sports ticketing business.

The biggest advisers to go it alone this year managed over $13 billion in client assets.