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More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.

The bank derives 15% of its revenues from insurance but it has set a long-term target of getting that to 20%.

The wirehouse pullback on recruiting is seen as an opportunity for regional firms, a recruiter says.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.

Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.

Retirees who retire before 65 and want to reduce their premiums are advised to keep their taxable income between $12,060 and $48,240 (for singles) or $16,240 and $64,960 (married couples).

Data reported by the Investment Company Institute.

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

We reshuffled the ranking to list advisers by their production as a ratio of their AUM. Here are the top 25.