Practice

Your clients want to know if they'll have enough money in retirement. The answer, of course, depends on how long they can expect to live.

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.

Don't fight the DoL's new regulation, says a leading recruiter. Instead, try these strategies that can help you embrace the rule and boost your business.

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

Industry veteran Bob Carr on how to approach advisor training (and how the old days weren't always so good.)

Advisor Kevin McDermott shares his opinions on the biggest mistakes he sees from young advisors in the bank channel.

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?