Whenever given a microphone and a stage, I take the opportunity to warn investors and financial professionals alike against the harm of keeping too close a tab on the financial news. Since my exhortations to turn off the TV are so roundly ignored...

It is common knowledge that each and every advisor’s business is a truly marketable and valuable entity. Whether you have built a book that consists of 500 clients and $50 million in assets or 50 clients and $500 million in assets - one...

Get all the benefits available for clients who have hit the big 6-0.

Academic research suggests touching your clients—hugs, pats, a touch on the arm—is an effective way to strengthen personal bonds.

Recession-resistant outlet centers can help bolster a real estate portfolio.

Advising a newly single client requires navigating sensitive emotions before talk turns to money.

Managed futures funds have outperformed long-only commodity plays over the last two decades. What’s behind their success?

Think you’re smart? Try these brainteasers that recruiters use in actual job interviews.

The ascendancy of the registered investment advisor model continues, and the custodians are reaping the benefits. These firms continue to take a larger share of advised assets, often at the expense of the wirehouses. Here are the top RIA custodia...