Medicare may be the last resort, but you still need to know how it works, and get familiar with private insurance options as well as less traditional strategies for payment.

Robeco Investment Management, a unit of the largest independently owned money manager in Europe, snatched up four American asset managers and is now targeting U.S. retail financial advisors for the first time. Will advisors bite?

Best-selling author Peter L. Bernstein explains how heretical, academic research has become investing orthodoxy. And yet, Modern Portfolio Theory is under attack from behavioral finance theorists. Who is right?

Client communications protocol has become so restrictive as to be absurd, registered reps say. How reps are handling it.

Registered Rep.: What is driving the record pace of RIA mergers and acquisitions seen in the past few years? David Devoe: The average advisor is 55 years old. About 30 percent are over 60 years old. So, you have folks who started in this business...

An efficient use of time could mean more money gained when it comes to the per diem routine at independent fee-based advisory firms

Industry experts say there are perhaps three important stages to an advisor’s development. Help your junior reps master them, but not all at once.

Sure running your own RIA or independent company has its drawbacks. But you can make more money

The rich are getting richer, and more independent when it comes to managing their wads of cash.

Misleading the Military: NASD fined two Fidelity b/ds $400,000 for preparing and distributing misleading sales literature that promoted Fidelity's Destiny I and II Systematic Investment Plans, which were primarily sold to U.S. military personnel.