Jessica Mathews

These tools could save months of time — are they worth the investment?

The regulator laid out detailed guidelines for how planners should be communicating with clients electronically.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.

The firm has been looking to its wirehouse competitors for new hires throughout the year.

Seniors should not only have a financial plan in place, but activities to keep them preoccupied.

There has been a robust increase in employers' registration since the program started last year, data shows.

The move is intended to improve CRM integration and search optimization.

The firm anticipates the change will save its 1.5 million Admiral Shares clients roughly $71 million.

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Advisors are craving mobile solutions, and vendors are looking to satisfy.

The deal could grow Baird’s headcount by about 44%.

The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.

The hiring spree follows the firm’s move earlier this year to become a member of the Broker Protocol.

There’s now a way to measure whether these products do what they promise.

Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.

The broker-dealer alleges Jason Kirkland violated company policy, used confidential information and broke his 12-month non-solicitation agreement, among other claims.

Its purchase includes the manager’s mutual fund and ETF businesses.

The company's head count has expanded by 43 advisors in the past year.

Deductions for alimony payments will no longer be available Dec. 31.