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Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates.

Municipal bond issuers may find healthy demand for $4.9 billion of deals scheduled in the coming week, as investors look to put reinvestment money to work.

Under Social Security's current rules, any amount of earnings after age 66 won't reduce lifetime payouts.

Even as ETFs further their penetration into markets across the globe, many market experts say the funds will evolve and mature in the upcoming months, as advisors look to alleviate client concerns.

Investors pulled money from Pimco’s flagship fund last month, the 26th straight month it has experienced redemptions.

The Wayne, N.J.-based bank chose Cetera Financial Institutions because it believed the firm could help the bank expand its service offerings into the mass-affluent market.

A recruit who worked with $658 million in client assets moves between the wirehouses.

Lawmakers are likely to pass as early as next year some measures aimed at changing the rules governing Social Security, Medicare and Medicaid; Plus, five steps for a comfortable retirement.

Simplicity is often the goal for clients. But how simple should they get, and how can it be maintained in a fast-changing world?

Plan ahead for the government's cut of your client's dividend income. Plus, how a mutual fund sale impacts a client's taxes, and assessing tax treatments for options trading.