Portfolio

Independent Financial’s haul includes a new affiliated RIA launched by five of the practices.

Positioning clients to weather market volatility and potential correction has become a top concern.

The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."

The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.

This year's additions to our expanded annual list of CFP Board-registered degree programs.

The firm has signed four big recruiting deals in the past three months.

Sometimes it makes sense to pay more.

The independent firm affiliated with Raymond James has been on a recruiting tear this year.

Here are some traditional and under-the-radar ways to help clients earn more after taxes.

Clients should learn to reduce their housing, transportation and food costs, cut unnecessary expenses, and develop the habit of packing their lunch to work.