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Having a lot of stocks in a portfolio reduces risk, but holding a limited number of positions can produce home runs.

In a remarkably short period, the playing field for the lowest-cost ETFs has changed dramatically.

A modest AUM tax could make financial planning available to all American families.

For a price, new data-mining services offer access to stunningly detailed personal information on clients and prospects.

Custodians try different strategies for growth as advisors break away to join RIA firms.

The shaping of this year's list reveals plenty about the shifting dynamics of the RIA industry.

Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20% .

Bank and broker-dealer affiliations help RIAs bear the technology and compliance costs of growth, but can chip away at objectivity.

With fiduciary advisors taking market share from the brokerage firms, will FINRA exact payback? Here's a glimpse of what may come.

Successful planning organizations almost always take a collaborative team approach, building on the complementary skills of members.