Practice

Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.

Players on both sides of the fence are being forced to rethink past practices.

The new open architecture platform will minimize the “swivel chair experience” for advisors.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.

The fast-growing firm now has more than 100 brokers.

"The more objective you can make things, the better it will be," an expert says.

The firm is “looking to aggressively compete” by lowering and simplifying the fees on its advisory platforms, a top executive says.

Mainstays of the sector like Commonwealth, Cambridge and Northwestern Mutual are contributing to it, but smaller firms are also driving change.

Depression can be a big risk for seniors as they transition to retirement.