Perhaps one should avoid the temptation to use house metaphors when describing something like an RIA business. And yet. Like your house, your advisory firm has likely got a lot of your personal stake ...

Investors snagged 5% yields on 30-year Treasurys for the first time since 2007, as surging energy prices push inflation—and expectations for more of it—higher. A $25 billion auction of new 30-year ...

Ken Griffin is pointing an outstretched arm toward his field of dreams. On this Wednesday afternoon in early February, the CEO of Citadel, one of the world’s largest and most profitable hedge funds, ...

Beginning almost 20 years ago, an obscure advisor in El Cajon, Calif., published a series of papers defining sustainable withdrawal rates from retirement portfolios. Based on a historical ...

Traditionally, clients were told to try to pay off their mortgage before retirement starts. But today’s advisors take a more nuanced approach. “It depends,” they tend to say. What it depends on, ...

An interesting trend is happening: Financial planners are starting to see more Gen X prospects, not just baby boomers. In general, you wouldn’t think the planning for one would be much different from ...

If you were to play a word association game involving the utilities sector, the words that come to mind would likely include “dividend-paying,” “defensive,” “stability” … maybe even “staid” or “stodgy ...

A dwindling number of prospective students will drive as many as 370 private colleges in the US to shutter or merge with another institution in the next decade, according to a major higher-education ...

Time, money and competition put pressure on RIA owners to be decisive, but taking action can be hard without assurances of success, and it can be reckless to act on gut instinct. To compete, advisors ...

RBC Wealth Management—U.S. has added a former UBS team in New Jersey that oversaw $542 million in client assets. The Banks Carter Group, a five-member team, is led by Bill Banks, a managing director, ...

The benefits of making contributions to a donor-advised fund include immediate tax deductions, tax-free growth and investment choice. But that doesn’t mean that the funds are a fit for everyone or ...