Portfolio

Retirement savers are advised to consolidate their old 401(k) plans to manage the money more easily and avoid administrative expenses; plus, why Social Security is a women's issue.

Firms' cyber defenses are in SEC's crosshairs, and the commission is looking to tap an outside group to help police the RIA sector.

Voices: Even independent advisors have some adjustments to make. Here are some of the most important, according to managing director of TD Ameritrade Institutional.

Expanded scope for litigation is a cause for concern among wealth management firms, experts say.

Advisors should report their performance in a way that articulates value and proves they are worth the expense, says Dynasty Partners CIO Scott Welch.

A merger or acquisition is a critical move, and many don’t work out. Are you ready to make the jump?

The rule could "very much professionalize an industry that very much needs it," says Robert Johnson, president of the planning school.

Despite the many benefits that IRAs offer, many people do not use them as a retirement saving tool; plus, what parents should know about Social Security.

Retirement investors have done well over the past three years; energy fans are still waiting for the bounce back.

Advisors can get a helpful best-practices checklist, which may also help build client relationships, from the Institute for the Fiduciary Standard.