Portfolio

From money management classics to a musical memoir, these are the 15 books financial advisors found inspiring, instructive or engaging this year.

Without inflation adjustments to income and net worth criteria, the number of people who qualify to put their money into sophisticated and risky investments has skyrocketed.

Dallas saw three of Wall Street's largest banks start on new campuses this year, cementing their bets on one of the fastest growing metros in one of the fastest growing states.

Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.

A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.

The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.

As wealth managers prepare for the new year, here are the kinds of solutions that are poised to run the table over the next 12 months.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.