Practice

Advisers shouldn’t assume that all their favorite clients will follow them out the door.

Three advisers joined the firm's Advisor Select channel, where they are employees but can make additional business-decisions for their practice.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

Preferred stocks are good candidates for retirees' investment portfolio as they can provide more income than corporate bonds.

From secret children to sudden engagements, these are client disclosures that shocked planners.

The number of Americans 65 and older is expected to nearly double over the next decades, which may be a boon for retirement planning.

The firm's newest recruits come from boutique brokerage J.P. Morgan.

“How I do retirement plans today is very different from how I did it 15 years ago,” says Merrill Lynch adviser Jason Ting.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

The dollar strengthened and Treasuries extended their steepest monthly loss since June 2015 amid hawkish rhetoric from Federal Reserve officials over the past two weeks.