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Leading custodians in the RIA space are offering acquisition financing to firms that do business with them.
Just because you rebalance doesn't mean you're a market timer.
Advisors detail steps they are taking to make their practices more efficient.
In a house in Rhinebeck, N.Y., Jeffrey Scales is giving young planners a place to learn the ropes.
Most of us will require between two and four "encores" before we find the kind of retirement that works for us.
After a slow period, recruiting is revving up again among broker-dealers.
The pros and cons of choosing an external successor.
Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services.
Are gold mining stocks or gold bullion better for diversifying a portfolio?
The 2008 financial crisis and GNMA funds' investment in mortgages have led many to spurn these investments. But solid returns have caused some to reconsider.
Funds based on the VIX may provide investors a way to profit in volatile markets.
Utility stocks are a lower-risk way to achieve incremental returns, says manager Mario Gabelli.
Advisors who've built substantial 401(k) practices share their strategies.
Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die.
Annuities gain traction in a world of low returns.
Reverse mortgages are still being criticized for their complexity and high fees, but demand is rising and some advisors see advantages.
Advisors give longevity another look as clients face longer life spans and financial anxiety.
Financial planners can't make up their minds about what they do, why they do it or for whom it is done.
Fidelity Charitable Enhances Philanthropic Options Fidelity Charitable, which manages one of the nation's largest donor-advised fund programs, is creating a new line of...