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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%.

The Dynasty-affiliated RIA manages around $15 million on average per client.

Many advisors in branches today "don't want to ride the circuit and go to three other branches and have smaller-dollar clients," says industry observer.

You set out to be an advisor, not an administrator, so you are not alone if you are struggling to get your team to deliver outstanding results. Here are three steps to build a better team.

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

Personal Advisor Services closes in on the $100 billion AUM mark.

Some platforms are promoting their approaches to attract more sophisticated young investors.