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.

The vast majority of Americans cannot afford to send their children to college, finds Edward Jones' fourth annual 529 Plan Awareness Survey. Here's how to help your clients.

Federal and state examiners still see compliance failures when advisors take to social media to promote their practice.

In the case of the millennials, their experience with the financial sector includes the unifying themes of volatility, crisis and scandal.

For the first time, more than half of all 401(k) contributions will go into target-date funds, research firm Cerulli Associates estimates. It projects the assets in target-date funds to hit $2 trillion by 2019.

This year's elite leaders, nominated by their staffs and selected by a panel of judges, reveal their strategies for helping advisors and boosting AUM.