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Many dividend-focused funds use methodologies that exclude real estate investment trusts.

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

The industry can learn a lot from how Amazon keeps customers engaged, says Broadridge's Salvatore Sodano.

The violations, which occurred from January 2009 through May 2017, affected approximately 95% of the firm's non-registered employees, according to FINRA.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

When it comes to planning, hitting financial goals is only part of the story.

It's not just for December, but a smart approach throughout the year.

In addition to investment strategies, there's another lever advisors can pull for better outcomes.

For a retired military service man, delaying his Social Security would mean he's not subject to the earnings test that can reduce his check by $1 for every $2 he earns over the current threshold of $17,040.

The firm will now directly link to Acorns, following its roughly $30 million investment in the microinvesting app.