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Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

For value-minded clients, here are the cheapest funds (10 basis points or less) with the best 3-year performances.

How Todd Sacks joined an elite ranking of wealth management supervisors.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

The firm's newest recruits generated $3.6 million in annual revenue.

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

The firm is recommending investors continue to buy five-year U.S. sovereign debt, even as the securities head for their worst month since February of last year.

The firm's expansion may also include assignments on private placements and unsecured-debt from real estate investment trusts, an executive says.

Since December, almost $90 billion has been withdrawn from mutual and ETFs, exceeding outflows from all but one year at this point of time in data going back to 1984.

The decision marks a strategic adjustment for Lenexa, Kansas-based Bats, which previously offered money to issuers to list their ETFs on its platform.

To get from where you are today (even if that’s a pretty nice place) to where you truly want to be, you need a system.

Risk aversion is what everyone thinks about first, and getting the lawyers involved is what everyone thinks about second.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Is Roth on his way out?

The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.

How to maximize government retirement income for couples, irrespective of their marital status.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Planners who are agile enough can easily decide on what's best for them: switching to wirehouses, other large brokerages or going independent. Also, moving quickly may help them land the best deals, says a recruiting consultant.

See which independent broker-dealer boasts a compliance staff of more than 500, and which top firms have fewer than 100.