Jay Hummel, host of "The Deep Dive" on Investopedia, is on a mission to help the advisory profession become more valuable for clients and better position itself for the future. His twice-monthly ...

Registered investment advisors have fielded this question from clients for years. But until recently, the benefits of including digital assets in a client's portfolio were outweighed by the regulatory ...

In wealth management, the gravitational pull toward RIAs hasn't slowed down. Advisors continue to peel away from wirehouses and brokerage firms in favor of the independence, flexibility and ...

Wealth managers are accelerating their push into alternative investments, lured by higher returns and more efficient vehicles, according to a new study from With Intelligence, a subsidiary of S&P ...