Spreading fixed-income exposure over several years of maturities provides predictable income in an unpredictable economic environment.
As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.
PE firm Clayton Dubilier & Rice offered $53 per share for the RIA aggregator, adding fuel to the 24% rally in Focus' shares so far this year.
The 90-year-old active management complex is launching 12 model portfolios that combine its active mutual funds with ETFs from Schwab, Vanguard and BlackRock.
Robert Levitt has traded Florida for the French Riviera, where he sees a wide-open market in the 250,000 Americans living there who need financial advice.
Up 17% over the past three months, gold is turning heads as a potential hedge.
With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.
Nearly a year after it announced plans to enter the ETF space, the wirehouse is banking on its Calvert brand to carry the day.
It stars with a new toolkit to help industry veterans better relate to a universe of potential clients that wants advice on its own terms.
Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.
