To appeal to this demographic, this advisor focuses on technology, fee structure and building a strong online presence.

While most people in the retirement industry agree that the Department of Labor has its heart in the right place in wanting to protect individuals from conflicts of interest, many don’t believe the agency has gone about its rule-making in the right way.

Established wirehouse advisors have more choices than ever before, but these mistakes can abort potentially lucrative new relationships before they even get off the ground.

Advisors must understand the impact different drivers have on your firm's valuation.

Adding a young advisor can boost business, but integrating a newcomer into a practice takes patience.

A startup named FeeX says it has an automated service that calculates the fees in an old 401(k)s and recommends whether a rollover (and which kind) makes sense.

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

Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates.

Generation Y is more conservative than other generations when it comes to retirement savings.

How to help women in junior roles take the steps to become successful independent advisors.

Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.

Now may be the time to take advantage of advisors leaving wirehouses en masse, as contracts signed after the financial crisis seven years ago begin to expire

After more than two decades on the institutional side, financial advisor Catherine Miller talks about transitioning to wealth management

While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.

Johnny Dawson explains how the values he learned while serving his country guide the way he serves clients today.

The generation gap may not be as wide when it comes to young recruits and their elder counterparts.

Focus on being the leader people want to follow and on having the right people in the right job, doing the right work.

Nearing the top 1% of total U.S. households, the Obama family holds roughly $1.25 million in Treasury notes and bills.

This list identifies 15 women influencing the broader fund provider industry and making a substantial impact on their organizations. All stand out for their unique leadership positions and for their propensity to help others rise in the field.

There's more ways for the mutual fund industry to cut costs, says Bill McNabb, chief executive officer and chairman of Vanguard.