Portfolio

These independent broker-dealers reported the highest portion of top-shelf advisors.

At 71, Bill Gross feels the weight of time. He figures he has a few good years left to prove the new Bill Gross is every bit as good as the old one. Maybe even better.

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.

Not only are 403(b) retirement plans diversified, but the average cost of offering them decreased slightly from 2009 to 2012.

As the popularity of index investing soars to new heights, the emergence of index front-running is raising fundamental questions about so-called passive investment strategies, as well as how indexes are compiled and the role the funds themselves play in elevating costs.

Two advisors go independent with Raymond James, looking to structure their practice without wirehouse limitations.

As the baby boomer client base enters retirement, financial planners need new ways to handle Social Security claiming strategies.

More than 20 advisors managing nearly $3 billion in assets joined Merrill Lynch in June. One team had more than $750 million in AUM. But the wirehouse wasn't the only winner last month in the competition for top talent. See these moves and more in our latest recruiting roundup.

Clients are encouraged to take a one- or two-month leave from work, if possible, to determine how they'll allocate their time in retirement; Plus, the IRA rules clients need to know.

FSI endorses IBD head Brian Kovack for FINRA post; Kovack hopes to win mid-sized IBD seat in which he would says he would represent firms, not investors.