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The Greek debt crisis and China's stock-market crash may put downward pressure on interest rates and delay the Fed's interest rate hike, and they are adding uncertainty at a time when lenders thought recovery would be taking hold.

FIAs typically are deferred annuities, falling into the fixed rather than the variable category. However, investors' returns aren't fixed.

Asset manager growth came largely from rising global asset values. At the same time, a continued shift into lower-cost products, such ETFs, pinched net revenue growth, while net new assets trickled in.

The moves represent another blow to Barclays, which lost five advisors in advance of a pending deal to sell its U.S. wealth management operations to Stifel.

While payments to shareholders haven't fared well during the past six months, it's too soon to know for sure if this trend will continue.

Tips for clients on selecting the proper coverage when enrolling in Medicare, behaviors that can sink your client's retirement and seven questions to for clients to consider before deciding to retire.

These independent broker-dealers reported the highest portion of top-shelf advisors.

People just want to spend their money. Show them how to do it better without making it feel like accounting. That's all consumers really want out of PFM, says the president of mobile banking service Moven.

The bank looked to one of its own to replace the current wealth management and insurance division head.

At 71, Bill Gross feels the weight of time. He figures he has a few good years left to prove the new Bill Gross is every bit as good as the old one. Maybe even better.

A FINRA arbitration panel ordered BNP Paribas Securities to compensate the couple for the losses they suffered as a result of an unsuitable security the firm sold them.

Analysis: In order for financial institutions and service providers to really stay relevant there are three key challenges that must be overcome.

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.

Not only are 403(b) retirement plans diversified, but the average cost of offering them decreased slightly from 2009 to 2012.

Various calculations typically put the break-even point in the late 70s or early 80s. Given the math, when should people wait until age 70?

As the popularity of index investing soars to new heights, the emergence of index front-running is raising fundamental questions about so-called passive investment strategies, as well as how indexes are compiled and the role the funds themselves play in elevating costs.

Two advisors go independent with Raymond James, looking to structure their practice without wirehouse limitations.

As the baby boomer client base enters retirement, financial planners need new ways to handle Social Security claiming strategies.

More than 20 advisors managing nearly $3 billion in assets joined Merrill Lynch in June. One team had more than $750 million in AUM. But the wirehouse wasn't the only winner last month in the competition for top talent. See these moves and more in our latest recruiting roundup.

Clients are encouraged to take a one- or two-month leave from work, if possible, to determine how they'll allocate their time in retirement; Plus, the IRA rules clients need to know.