Practice

The changes are the firm's latest steps in a broad reorganization of its wealth management business since it hired Iqbal Khan from rival Credit Suisse.

For starters, wage income earned by those working past their full retirement age can boost tax bills and medical insurance costs.

Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.

The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.

“By and large, many simply have not yet saved enough to retire comfortably.”

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

Knowledgeably navigating 401(k) and IRA movements can have a massive impact on tax burdens — and the client relationship.

The advisors left Wells Fargo, signaling Stifel’s recruiting push will extend into 2020.

In the 1960s, iconoclastic reformers started a campaign to kill fixed brokerage fees. Today, we’re witnessing the logical culmination of that effort.

Higher-than-anticipated health-care costs are among the most unexpected expenditures clients face in retirement.