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Even while the big picture has some question marks, suffice it to say that any client over the age of 40 will see Social Security as an important source of retirement income. So advisors can take steps now to help their current clients.

Money market mutual fund assets continued its steady decline the week ended Feb. 20.

A Phoenix registered investment advisor has agreed to pay nearly $275,000 to the SEC in a case stemming from the sale of a stake in his firm -- at an allegedly inflated price -- to a client.

It’s business as usual for Chicago-based Harbor Capital Advisors, a manager of managers shop.

Charles Schwab Corporation continues to tout low fees with the announcement of first-year results for Schwab Index Advantage.

Fidelity Investments, the second-biggest mutual fund manager in the U.S., plans for the second time this year to bar new investors from a fast-growing fund focused on small-company stocks.

Tax exempt money market funds decreased $1.88 billion and total net assets settled at $278.20 billion in the week ended Feb. 18.

Flows to municipal bond mutual funds remained positive for a seventh straight week, but only modestly so, recording $292 million in inflows for the week of Feb. 20.

KeyCorp's decision to sell Victory Management puzzled some, who asked why jettison a fee-based business and whether it might buy or sell some branches.

Fidelity Investments, the second- biggest mutual fund manager in the U.S., plans for the second time this year to bar new investors from a fast-growing fund focused on small-company stocks.

In 2010, U.S. households headed by seniors older than 75 carried an average of $27,409 in debt, up from $13,665 in 2007.

Crestview Partners has announced that it will acquire Victory Capital Management from KeyCorp for $246 million.

Charles Schwab Corporation continues to tout low fees with the announcement of first-year results for Schwab Index Advantage.

Charles Schwab Investment Management today announced that its suite of 15 equity and fixed income exchange-traded funds reached $10 billion in assets under management as of February 8.

When it comes to disclosure, everyone's for transparency.

Merrill Lynch financial advisor Erik Bjerke, number one on the Top 40 Under 40 list, credits his efforts to give back to his team and clients for enabling his career to flourish.

In 2012, almost seven in ten advisors (69%) operated in a team-oriented structure, up from 61% in 2011.

State Street Global Advisors has launched the SPDR Russell 2000 Low Volatility ETF (SMLV) and the SPDR Russell 1000 Low Volatility ETF (LGLV) to bet on small and large cap equities.

Social Security will play a critical role in the retirement income for mass affluent investors. But how can advisors help clients think about Social Security in a strategic way?

There is a lot of misinformation and misconceptions about Social Security. With the right knowledge, you’ll be able to help your clients as they struggle with their own fears of outliving their money.