Independents need to consider many factors when selecting their own technology — including how well it integrates with custodial software and tools.

Burton Malkiel, Princeton University professor and author, “A Random Walk Down Wall Street”

Did the financial crisis make you more conservative with client retirement money?

Fundamental indexes have posted strong gains in the past year. But are they right for every portfolio?

Little guys are having a harder time surviving in the IBD world.

Some smart money moves adult children can make when caring for elderly parents' finances.

Well, we've learned one thing recently: having all one's assets tied to the vagaries of the stock market — or the bond market, for that matter — is a dangerous business.

Service continues to maintain its commanding lead as the chief criterion by which RIAs rate custodians and clearing firms, according to a 2010 survey by Cerulli Associates. But depending on the size of the practice, advisor priorities vary. As a...