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"You know the industry that we're in, it's very much word-of-mouth," says Morgan Stanley's Fulvio Urbinati.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

Recent graduates tend to be in a low tax bracket early in their careers when it pays for them to save as much as they can in a Roth IRA or Roth 401(k), writes an industry expert.

We've reshuffled our Top 100 bank advisors to list them by annual production. Here are the top 20.

The Northeast prevails, but there's a surprise in the rankings revealed by this interactive infographic.

This sector had a bad name for years after the crisis. Is it time to include it in portfolios?

Merrill Lynch's Dane Runia says he avoids outsourcing too much.

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

The department is asking the Office of Management and Budget to postpone the compliance date for 18 months for the best interest contract exemption and other aspects of the rule.

To add insult to injury, these losers charge high fees – 12 of the 20 have expense ratios over 1%.