While many are woefully uninformed about the mechanics of Social Security, better information alone is not enough to guarantee better claiming behavior.

Advisers beware: This could be what's wrong with how you're communicating with female clients.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Effectively applying cost, affordability and value can make an advisory practice hum. Here’s how to unlock the magic combination.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

It's a planner's worst nightmare. Here's what to do when client data is compromised by a cyberattack.

A $2.2 billion Morgan Stanley team's move to independence shows how breakaways use shell companies to take advantage of the legal pact, and why more than 1,500 firms have signed on.