Practice

A proposed 22.3% increase in Medicare Part B premiums, if approved, will automatically be deducted from retirees' monthly checks.

The case, filed on behalf of an on-call branch office manager who works with advisers, follows similar retirement plan-related litigation recently filed against other firms, including Morgan Stanley.

The veteran supervisor got his start at Merrill Lynch in the early 1980s.

The claiming process has become more complex. Here's how these programs can cut through the clutter.

The claiming process has become more complex. Here's how these programs can cut through the clutter.

This in-house position helps one firm attract larger clients and build contractual relationships with descendants.

The lawsuit highlights a friction that exists at financial-services firms that put employees into their own product.

The firm says it has put regulatory fines in its rearview mirror, has invested in tech upgrades and has devoted resources to helping advisers adapt to the DoL fiduciary rule.

The adviser, who was ranked in On Wall Street's Top 40 Under 40, is accused of conducting more than $1 million in private security transactions without notifying his employer, Hilliard Lyons.

In about 30% of large companies, seniors can opt to work part-time or engage in job sharing with co-workers.