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The probability of success with stocks and bonds is higher and much easier.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

There’s one major benefit to these accounts.

There is something to be said for active managers in the age of Trump.

Figuring out how to build client portfolios now may leave advisors scratching their heads.

It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.

Data reported by the Investment Company Institute.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

These turbulent times of regulatory upheaval have raised the existential question of how to adapt and protect profitability.

"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

After spending a week holed up with several dozen employees in a New York hotel, the $1.4 billion hedge fund manager returned to Florida with a new focus.

Details matter, explains an expert, like where their boat is docked.

How to discuss risk when they become restless.

The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

Give life advice and charge accordingly, says United Capital's Joe Duran.