Practice

LPL slammed the move by the exiting major issuer to cut off trails for advisors in certain existing contracts.

There are hundreds of claiming strategies — using the wrong one can have major repercussions.

“High-touch” support, technology and firm culture played a part in career changes for seven advisors.

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.

When legacy tools only address known risks, firms may be overdue for an upgrade.

Advisor Brian Chilton’s $844,000 arbitration award could herald more losses for the firm.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

A small group will actually pay less in premiums because the cost-of-living adjustment in their Social Security benefits next year won’t be large enough to cover the premium increase.

A bonus introduced earlier this year has helped fuel client acquisition, executives say.

The practice transitioned in a week in which 15 advisors joined their new firm in three separate moves.