Risk vs. reward

Someone had to be first. Folio Investing and Folio Institutional announced Tuesday that it would be the first broker/dealer to offer NextShares, the actively managed funds that look like exchange-traded funds, directly to individual invest...

Build a better relationship with your clients and their descendants

They allow clients to set aside asset to support charities

How do these owners make their exits, transitioning the business to the next generation while preserving wealth for them and their families?

Don't forget scissors. | ronstik/iStock/Thinkstock How much does it really cost to set up a registered investment advisory firm? In a recent blog post, RIA in a Box estimates a solo advisor with less than $20 million in assets would need $...