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Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

The majority of small businesses fail. In recent years, more fail than launch every year. But some entrepreneurs soar to new heights, and helping guide them can be a lucrative niche for advisors.

Advisors should highlight their skills on a personal level to separate themselves from digital counterparts.

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

The new budget agreement eliminates the spousal benefits aspect of the file-and-suspend claiming strategy; Plus, clients are advised to contribute to a tax-advantaged health savings account before reaching the age of 65.

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

Focus on the those who exhibit self-discipline and lead balanced lives.

The wirehouse executive speaks about the firm's approach to automation and why a larger advisor force is necessary to meet increasingly complex client needs.

8 tips for advisors on getting their message out.

Brian Hull, head of the firm's Client Advisory Group, tells On Wall Street that he's trying to make it easier for advisors to do business at the wirehouse.