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For Jeffrey Thomasson, founder of Oxford Financial -- the largest firm on Financial Planning's 2013 RIA Leaders list -- smooth waters means it’s time to rock the boat.

Global Fund's Diversification Strategy

Commentary: Rise of Factor-Based Investing

Advantages of Active ETFs

Editor's View: A Fight for Anything But Average

Vanguard's Bogle: Indexing Has Gone 'Too Far'

Real estate is currently making a comeback, but do REITs make sense for mass-affluent clients?

Are clients, carried away with market returns of the last two years and tired of low rates, willing to take on more risk than they should?

Bank of America Corp.’s Merrill Lynch brokerage won final court approval of a $160 million settlement of a lawsuit in which it was accused of denying black financial advisers the same opportunities as their white counterparts.

Many clients don’t fully understand the coverage of their homeowners insurance policies and can use a qualified advisor’s help.