Some brokers may deserve to be fired, but often aren’t. Here, current branch office managers describe three types of advisors who should be shown the door.

The old way of getting referrals has no place in affluent circles

Four years in, this UBS Advisor is already managing billions of client assets

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ETF companies have been rushing to introduce portfolios that weight holdings in unconventional ways. Popular choices give each stock an equal weighting or emphasize holdings with characteristics such as low volatility. Many of these so-called ...

Investors plan to boost their allocations to ETFs, and they want advisors to help them.