Practice

Owning a home brings benefits for retirees, but so does renting. One example: renting puts a limit on housing costs, one of the biggest expenses for retirees.

Beginning the transition in advance increases employee retention and engagement.

One adviser calls it a "fairly destructive strategy."

The duo launched a new independent practice with the firm's Investment Advisors Division.

Advisers tend to be too optimistic about what selling the practice will mean for their golden years.

The SEC could continue cracking down on brokers and advisers, but some see Clayton’s leadership taking a more business-friendly tack.

From health care expenses to taxes, how planners can help clients strategize.

More people are planning to wait to file for benefits, but just 25% are even aware of their full retirement age.

The two veteran advisers were legacy Morgan Keegan, a brokerage Raymond James acquired in 2013, On Wall Street learns exclusively.

A few tweaks would make the program strong for the long haul. Editor Lee Conrad and consultant-author Brian Doherty talk about the difficulty in implementing such changes.