Glide paths may not deliver the highest returns, but experts say they account for behavioral limits that other strategies ...

This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 ...

Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and ...

At a time when private equity ownership is causing clashes between independent broker-dealers and some of their largest ...

Brady Lochte is the founder and financial advisor at Axon Capital Management, a fee-only fiduciary RIA based in Georgetown, ...

Every independent RIA has unique access to one niche: the prospects in their own ZIP code. Smart advisors can turn that ...

After years of strong market returns, concern over stretched equity valuations is rising. Could a long-overlooked options ...

The integration eliminates the need for a third-party intermediary between the two platforms, allowing for a direct ...

The printable PDF includes rankings based on the firms' AUM as well as statistics on each firm's employees, client accounts ...

Fiduciary laws trace their roots to ancient times, but the terms of the Investment Company Act of 1940 and the Investment ...

Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test ...

Advisors and experts say finding the right rare currency to invest in can add diversification to a portfolio. But scams are ...