Despite tremendous growth in automated investing technology, there are still many advisors not willing to cede control of clients’ portfolios to a so-called robo advisor. But they would be making a mistake to completely eschew new technology...

Nowadays, if you are not posting informational videos, tweeting about the latest trend, or marketing your services on your own customized website, you are likely losing potential business opportunities. A recent study by Cogent Reports noted that...

The RIA community has been relatively quiet in the face of the Department of Labor’s proposed fiduciary rule, many saying that regulators are just catching up to what they’re already doing with clients. Almost two thirds of these independent a...

Merrill Lynch announced this week that it’s planning to develop a new team of specialized advisors for international clients, and will narrow the pool of foreign clients it serves by imposing higher asset minimums and focusing...

Boston Strong. | Copyright Getty Images Boston has the healthiest housing market in the U.S., when compared to 25 of the largest metropolitan areas, according to a new ranking by WalletHub. The website ranked cities across 10 key metrics...

What would you do? | alexeys/iStock/Thinkstock The National Endowment for Financial Education, American Red Cross and the American Institute of Certified Public Accountants have teamed up to create a guide for how to deal with a natural di...

Where there is one, there could be many. | Norrabhudit/iStock/Thinkstock When it comes to evaluating stocks during earnings season, Fagan Associates applies the cockroach theory to any hint of bad news: “Where you find one cockroach, there...