Practice

The wirehouse recruited advisors from rivals Merrill Lynch and UBS.

Merrill's newest recruit managed more than $185 million in client assets while at UBS.

A financial advisor helped doctors who were facing increases in their health insurance premiums by better visualizing their full options; Plus, means testing and a higher retirement age are possible fixes for Social Security.

Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting.

Board quietly hires former SEC official; critics call for CEO Keller's departure as well.

A complaint that Schorsch instructed ARCP executives to shift numbers in the company’s second-quarter results to cover up errors from the first quarter is part of a defamation suit against ARCP, Schorsch and former ARCP Chief Executive David Kay, according to The Wall Street Journal.

Five ways to shrink your client's tax footprint, tax moves to make still in 2014, and clients ready for IRA charity contributions.

An attorney for Jorge Posada and Jose Contreras says ballplayers were "victims of fraud, taken advantage of at every turn."

The industry saw Bill Gross attracting $769 million to Janus, the global ETP market breaking an asset record, a prediction on how much of 401(k) contributions that target-date funds will capture by the end of the decade and a J.P. Morgan executive joining Wilton, Conn.,-based Commonfund as CEO.

Regulators penalized both the independent and employee channels of Wells Fargo for failing to properly screen over 200,000 customer accounts.