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What do you really need in your software toolkit when going independent and what types of technology can wait?

This year, for the first time since the financial crisis, hedge funds are winning.

Women working outside male-dominated wirehouses tout the advantages of independence.

To what extent do advisors push for the last piece when going independent?

A FINRA arbitration panel ruled in Merrill's favor and against the former wirehouse advisor, although one arbitrator dissented in awarding the firm about $200,000 in attorney's fees.

One way ETFs are more tax-friendly than mutual funds; Plus, how entrepreneur clients can stop overpaying on taxes, and when AMT doesn't have to mean "assume more tax."

Global equities find growing favor with advisors and clients.

The three were expelled for stealing from their employer in different ways, including kiting checks and claiming to make ATM withdrawals they never really made.

The traditional way of charging clients is rapidly falling by the wayside as advisors seek better options. Don’t get left behind.

Plan sponsors are automatically enrolling newly hired employees, as well as those employees who are eligible but not participating in a retirement plans; Plus, the dos and don'ts for the final years of a client's career.

Still a work in progress, the product will be less "robo" and more expensive than some of its competitors' offerings.

U.S. House Republicans are proposing a 7.7% cut to the IRS budget, setting the boundaries for a budget standoff over the next few months.

We have listened to numerous warnings about cyber threats and data breaches. We've been urged to secure networks and prepare response plans in anticipation of an attack, but as we've seen countless times in the news, some businesses have learned the hard way.

State Street Corp., which opened the first U.S. exchange-traded fund in 1993, is starting its first currency-hedged ETF.

The retirement account faces three significant forces that will shape its future: regulatory reform, demographics and expanded coverage. See how they're likely to play out.

Advisors must determine what kind of help they need at the outset.

For clients who want to benefit from M&A, one option is to invest in sectors that are in the hot areas of activity. Another is to buy ETFs that zero in on the stocks of companies engaged in acquisitions.

Pershing will give advisors digital tools; Capitol One gets in the game with a hybrid robo plan.

Divorce is increasing among people aged 50 and up, which affects lifestyle and financial independence; Plus, 401(k) mistakes to avoid.

It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest.