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Going independent is alluring, but it also has its quirks. For instance, there is usually no support staff. Finding new clients while properly serving existing ones is “a juggling act,” CFP Tom Fredrickson says.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

The world’s largest mutual fund company attracted $198.4 billion in the first eight months of this year.

The agency also proposed a rule to permit cities to create their own savings plans.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Advisers shouldn’t assume that all their favorite clients will follow them out the door.

"Given all of the turmoil there, you need to have some consistency in leadership and [Roth] was it," one expert says.

Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.

Competing in his first triathlon helped John Pierce discover the direction he needed to succeed in wealth management.

Three advisers joined the firm's Advisor Select channel, where they are employees but can make additional business-decisions for their practice.