News & Press


RIA Channel square logo

News & Press

2016 Top RIA Firms

December 15, 2016

We are pleased to announce the RIA Channel annual ranking of the Top 100 RIA Firms. This year’s unique ranking showcases the wealth management firms by growth in assets over the past ten years with a majority of the firms accruing more than $1 billion in assets…


Read More »
Financial Planning square logo

News & Press

How to Optimize a Stop-Loss Strategy with ETFs

April 8, 2016

It was a chaotic day in the markets, with the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite all cratering shortly after the open. U.S. futures sell orders had started building before the market opened. Some listed securities had so many sellers that prices fell precipitously, which triggered limit-up and limit-down halts, causing tremendous confusion and delay…


Read More »
US News Logo

News & Press

How to Assemble a Solid Index Fund and ETF Portfolio

November 6, 2015

Most financial advisors recommend new investors open their portfolios with a broad-based index fund or exchange-traded fund. An index fund or ETF could include a wide and balanced range of stocks in the Standard & Poor’s 500 index or ones tracking indices as though on cruise control and at minimal expense…


Read More »

Page 7 of 9