Practice

Roughly three in four advisors said they were likely to seek out additional support, content or tools related to Social Security in the next year.

Morgan Stanley has lost a team that generated $3 million in annual revenue to Steward Partners Global Advisory, boosting the eight-month old independent firm's total recruited assets to more than $1 billion.

Successful professional women often have specific concerns when it comes to their estates. Be sure you can help address them.

The deal with newly launched Global Retirement Partners is a "great opportunity to add scale," says LPL exec Bill Morrissey.

Considering alternatives to retiring; Managing an old 401(k); What to do when retirement accounts are maxed out

Last year's push by some lawmakers to rein in the big banks may have lost steam, but an imminent GAO report and committee leadership changes could give the issue new life.

Ameriprise enticed away a Morgan Stanley advisor who generated $1 million in annual revenue, according to a spokesman for the regional broker-dealer.

Immediate annuities surge, but lag other types; Never too late to plan; Different opinions on 4% rule

Goldman Sachs has started a European lending business for its wealth-management clients and is seeking a $5 billion loan book within three years.

Though private, non-traded REITs have very high loads and ongoing expenses, low cost REITs can have a place as alternatives in our clients' portfolios.