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The government deemed file-and-suspend an "aggressive" claiming strategy, but some clients can use it for 6 more months; Plus, clients should use the bucket approach to emergency savings.

Advisors can tell clients that the Fed will likely be very cautious in the months to come, says columnist Kimberly Foss.

If you want to know where others are investing, click through to see the mutual funds that have added the most money from investors so far in 2015.

Digital offering assets at big firms will dwarf those of independent firms, Tiburon predicts.

The recruit and his brother form a team at the wirehouse to revive their retired father's advisor group.

Certain bonds have not provided clients with income or less volatility this year, says one chief investment officer.

"Great wealth is volatile — highly volatile," says Michael Spellacy, a senior partner at PwC.

Thomas Melcher, managing executive of PNC's ultrahigh-net-worth wealth management unit, will assume his new role on Jan. 1, succeeding James Dunigan, who retires next year.

Analysis: Every time the Fed has raised rates over the past four decades, betting that longer-term Treasuries would outperform, short-term debt has proved to be a big winner.

A bad profile can be worse than not having one. Don’t be held back.