Banco Popular de Puerto Rico

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

Which banks are advisers moving to? Six recently jumped to BNY Mellon, Union Bank, U.S. Bank and M&T Bank from myriad financial services firms. One made a lateral move within his bank.

You pick a fund for your client and it returns 20%. You're a genius – until you realize the benchmark returned 23%. Here are the top overachievers.

OCIE plans to conduct 1,850 probes of RIAs, a 28% jump over its 2016 total, while sharply cutting those aimed at broker-dealers.

A majority of advisers (60%) want to diversify using the same investment vehicles regardless of market conditions, yet 27% say today's market makes diversification harder with current asset allocation.

Active management gets a black eye when funds can’t keep pace with indexes, especially when the shortfalls aren’t short-term.

The engine of future growth for the top independent broker-dealers is likely to be fees.

Concerns about management dragged down job satisfaction ratings in J.D. Power’s annual survey.

The firm isn't the only one benefiting from a still strong breakaway movement.

Despite hiring pullbacks at the larger firms, there's been no shortage of multibillion dollar moves.