One way to prepare for rate rises—without sacrificing much long-term performance—is to consider solid short-term bond funds that pay relatively rich yields.
It wasn't that long ago that independent advisors wanted to consolidate assets at a single custodian just for efficiency's sake. But that trend is reversing. Today, more than half (53 percent) of RIAs keep assets at more than one custodian, ac...
Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list...
The following is an excerpt from our new book, Best Practices of Elite Advisors, co-authored by Stephen Boswell andbased on three years of Oechsli Institute research on elite advisors.It contains a real-life illustration of the power of afflue...
