Practice

In response to online rivals, Mark Cortazzo created a passively managed portfolio service and offered it on the Web.

Focus Financial Partners named Dan Sontag, a former president of Merrill Lynch's global wealth management unit, to its board of directors.

A new study finds substantial savings and comfortable retirements when defined contribution plans are combined with Social Security income and lifestyle changes.

It's a busy recruiting season for Wells Fargo, which announced that it has added four wirehouse advisors managing about $450 million in assets.

Multiple reasons for business owners to offer 401(k) plans; Rules for juicing up your retirement account; Retirement number, who cares

A pair of new studies released this week find that planners' biggest concerns now center on a potential equity market downturn.

Board pledges not to punish widely followed advisor while they try to resolve fee-only compensation issue; draws accusations of 'arbitrary' treatment.

With so many distractions in their lives, clients face an uphill battle to focus their attention on retirement planning. Here's how advisors can help.

Planners are facing another competitive attack. Previous threats made the profession stronger - will that happen this time?

UBS is facing more than $600 million in damage claims filed by Puerto Rico investors in closed-end bond funds, the bank said in its second quarter earnings report Tuesday.