Onetime rival Cole now Schorsch's selling machine

After getting broker-dealers like LPL Financial to sign selling agreements, asset manager Cole Capital expects to raise $3.1 billion this year for American Realty Capital Properties.

DFA, American Funds remain advisers' favorites

Despite putting more money in mutual funds, advisers are working with fewer fund managers. This has meant declines for Pimco and BlackRock, while DFA and American Funds remain favorites.

Dan Fuss: Risk in geopolitics, high-yield, leveraged funds

Loomis Sayles bond fund manager says the firm is “as cautious as we've ever been”

UBS earnings hampered by Puerto Rico debt costs

Despite record revenue at UBS Wealth Management Americas, profits fell in the second quarter as the firm reported that it had to set aside $44M for litigation costs, mostly related to the firm's investments in Puerto Rico.

How to give your firm an edge with technology

To build a practice that is profitable and grows, technology needs to embraced. But where to begin?

HighTower adds $400 million RIA to partnership

Firm adds 43rd team to its partnership as it begins deploying funds from a $100M loan to boost recruiting. See IN's Advisers on the Move for other big deals.

Game Changers: Succession Planning

Not having a continuity plan for your practice is reckless. Dan Candura's story highlights the challenges advisers face when time runs out.

'Mint.com for advisers' changes online landscape

New technologies are being developed to make advisers more competitive with personal financial management websites such as Personal Capital and Mint.com.

Biting the tech bullet

Despite scarce resources, advisers are increasingly boning up on technology, or hiring young employees more comfortable with it.

Investors going overseas

Many Americans are making smart moves with their investment portfolios by favoring foreign stocks over domestic ones. But it's not because they've suddenly become savvy.

Data & Directories

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RIA Data Center

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Market Watch

Advisers on the Move

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