An RIA that chooses to spend its money on building a client portal is expending its resources on the wrong things, PFI's Matt Sonnen writes.

The relationship matters.

The agency made the decision due to the spread of the coronavirus, one day after the SEC encouraged employees at its Washington, D.C. headquarters to work from home.

CEO and founder Deborah Fox hopes the name change reflects the variety of services advisors can access via the network.

As the coronavirus pandemic spreads, advisors' business continuity plans may need to include much more than video chats and Slack channels.

Global chaos can still potentially benefit clients.