Practice

Hint: It isn't claiming at 62; Plus, four things to consider before retiring abroad.

With a spousal-sharing rider, couples are betting that they won't both need LTC at the same time.

As more community banks switch to a universal banker model, they are also finding that it can take a year -- or more -- to properly train those employees.

A recently proposed expansion of the fiduciary standard to include rollovers and IRAs by the Department of Labor means authorities could give the industry more than just fines to worry about.

Morgan CFO Ruth Porat was eligible for $14.1 million in unvested restricted stock and $13.8 million in total deferred compensation as of the end of 2014.

Sage Private Wealth recruits an advisor with about $1.3 million in annual revenue -- and a family resemblance.

Learn how these leaders are focused on growing the advisor ranks and helping them build bigger businesses.

This year's elite leaders, nominated by their staffs and selected by a panel of judges, reveal their strategies for helping advisors and boosting AUM.

Maximizing savings in tax-deferred accounts may lead to an abrupt increase later in both income and income taxes. Here are a couple of ways to help clients steer clear.

Strategy is not the most important thing in creating a successful firm -- it's execution. Be sure you're getting it right.