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A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.

The oldest GenXers are turning 50 this year, and most are north of 35. If they don't have a financial plan yet, here are steps they can take.

T3 Conference attendees wondered about the implications of even more sophisticated digital advice platforms entering the market.

With interest rates approaching record lows, it may be a good time for your clients to refinance their mortgages. We asked advisors to sound off on the conversations they've been having with clients.

The growing list of improbable developments is indicative of a global system that is signaling a major transition -- and far too many portfolios are not yet positioned for this, writes Mohamed A. El-Erian.

Critics suggest questionnaire-driven automated advice can't completely address client risk tolerance, but technology firms say transparency is the solution.

While the final revenue figure will not be available until late April, data through the third quarter suggests that bank wealth management businesses may match 2014's record revenue.

The commission's barring of one advisor follows similar action by state authorities, indicating that regulators are coordinating their enforcement activities.

Asset managers focus on content marketing with the development of podcasts and even video packages to showcase their expertise.

About $2.3 billion has flowed into these ETFs so far this year.

The fund was purportedly a safe investment based on a computer algorithm. In fact, clients dumped millions of dollars into a fund, which later lost 80% of its value in a single month, authorities say.

It was the first major executive shake-up at the wirehouse since President Greg Fleming quit.

Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.

LPL CEO Mark Casady expects "continued pressure on brokerage sales."

Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas.

When markets make scary short-term moves, the phone starts ringing. Present this evidence to help clients calm down.

The wirehouse is in the process of enticing over about three dozen Credit Suisse advisors who collectively generate more than $125 million in revenue, according to a person familiar with the matter.

The bank's new ultrahigh-net-worth "boutique" plans to fend off rivals by leveraging the global resources of its French parent, BNP Paribas.

Treasuries surged, pushing yields to the lowest in more than three years, as a persistent rout in global financial markets pushed investors into the safest assets.

Don’t take the leap until you’ve asked yourself these questions about compensation and other important factors.