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Your clients are probably interested in ETFs, and understandably so. But sometimes the indexes are no better than real portfolio managers.

Your clients are probably interested in ETFs, and understandably so. But sometimes the indexes are no better than real portfolio managers.

Many target-date funds, which have exploded in popularity, don't have allocations toward alternatives; Plus, how millennials and boomers are killing GenX's retirement savings.

“It’s the most important thing you can do for your business, the single greatest value driver,” said Rick Schwartz, managing director for business consulting at Schwab Advisory Services.

When changing a password isn’t enough: Former FBI agents reveal the newest cybercrimes and how to stop them.

Securing their loyalties early on can win advisors customers for life and help them gain referrals.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

The executive will serve wealthy families in the eastern Florida region, including Jupiter, Palm Beach and Miami, as the bank looks to expand GenSpring, its ultrahigh-net-worth business.

These advisory hubs appeal to those to want both independence and a corporate structure.

Portfolio manager participation in the sales and marketing effort is a good thing, but at many firms marketing is not really the portfolio manager's job.