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This increase indicates that “investors are successfully using 529 plans for their intended purpose of qualified higher education expenses,” according to the Financial Research Corp.

Phone calls, email, staff and clients: How do you get everything done each day? Since adding more hours is probably off the table, advisors must be more productive in the time they do have.

The budget deal struck by the White House and Senate Republican leaders, if it becomes law, probably would slow the U.S. economic recovery without stopping it.

With an increasingly globalized community of investors, the United Nations Federal Credit Union is living up to its mandate of doing good in significant ways.

Annuities are a form of insurance and insurance companies are good at pricing risk. Here's how to tell if they are right for your clients.

From bank tellers to senior management and bank owners, Fremont Bank's Susan Lyle and Adam Nieto make the elusive idea of cross-selling a reality.

In less than 20 years, exchange-traded products have amassed more than $1.3 trillion and more than a few complications—here is what you need to know.

Financial institutions and consumer groups are each trying to influence a report that will help determine the rules for settling customer disputes.

A new online tool launched by Bank of America's Merrill Edge program is designed to motivate investors to change their financial behavior.

The FDIC signed off on an 18% cut in funding for 2013, but it is still dealing with elevated numbers of troubled banks and Dodd-Frank-related workload.

After we published our top 50 Bank Advisors list last month, a couple of advisors who didn't make the list pointed out that it was essentially based on "old" data. I noted that all data is old, otherwise it would be a projection, which I thought was somewhat meaningful. But based on the reaction, I realized that I should have said to wait until our Outlook issue in January because that would be, well, a look ahead into the new year and beyond.

Don't raise the sails just yet. But as 2013 brightens, many financial pundits foresee potentially bluer skies for investors and advisors alike.

Most people don't set specific goals for their careers or their lives and each year turns out like the last. Don't fall into that rut-life is too short to be mediocre.

On Wall Street profiles the most influential personalities in the advisory industry this year.

Our legal expert explains how to keep a Series 7 license fresh after moving from a broker-dealer.

Deploy a strategy that runs itself and thrills your clients, allowing you to provide better service with less effort.

What advisors can still do to protect business owners' assets even though last year is gone.

Hirings this month include UBS luring Robert Anning, Sr., John Anning and Tollie Chavis from Merrill; and Baron C. Becker moving from Morgan Stanley to Baird.

The U.S. economy has turned the corner and experts see a better year for Wall Street.