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Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

She is the third generation to control the company and, like her family members, has maintained a low profile despite the reach of the firm’s mutual funds.

Interest rate hedged products could prove to be the new hot frontier in ETFs as a result of the U.S. election.

Advisers will not be able to serve as many clients under a fiduciary standard, which likely will encourage more cross-selling.

One tip: Stop focusing on gaining new followers.

One tip: Stop focusing on gaining new followers.

Advisors Asset Management CEO Scott Colyer says loosening regulatory reigns may free up spending previously directed toward compliance.

While it's not uncommon to liquidate an ETF, the move by Credit Suisse could create major issues, an analyst said.

Create a performance management process to get the most from staff members.

Create a performance management process to get the most from staff members.

Make sure clients benefit by gaining a new investment product or better technology, for example.

Make sure clients benefit by gaining a new investment product or better technology, for example.

To reach those 55 and over, stress financial plans and personalized service.

To reach those 55 and over, stress financial plans and personalized service.

Analysts say there may be increased activity in 2017 among "active-oriented traditional managers," spurred by performance issues.

The manager's Commons 30 is beating 88% of comparable funds over the past three years and trouncing Japan's benchmark Topix index, according to Bloomberg.

The design and names of low-volatility ETFs previously helped attract investors with a relatively low risk tolerance.

In some circumstances, this lesser-known pay structure can benefit advisers and clients.

In some circumstances, this lesser-known pay structure can benefit advisers and clients.