Insurance firms constantly go through cycles of acquisition and sale when it comes to their broker/dealer subsidiaries. But the current sell cycle is different, and it may shake up how the business works.

These basic moves can make a big difference.

Even REITs have gone green.

A new program is not cheap, but some say it's worth it.

Look for borrower protection, consider credit unions and apply for multiple loans.

Jud Bergman, Co-founder and CEO of Envestnet

Gen X and Y move assets more often than their parents.

The very term is becoming something of a misnomer.

Small household accounts have always been the bane of brokerages' existence, and advisors who work with such clients do so at the peril of their own compensation.