Practice

For clients who are public sector employees, a government pension could mean a reduction in spousal Social Security benefits.

Stifel, Nicolaus & Company picked up two wirehouse teams that managed more than $1 billion in combined AUM, boosting the St. Louis-based firm's presence in the Carolinas to 18 offices from 15.

Market Street will hardly be the only new kid on the block fighting for market share in New York.

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

The House Ways and Means Committee may have broken the law when it publicly disclosed confidential taxpayer information in a letter to Attorney General Eric Holder.

New rules up the ante on estate planning, making it imperative that planners change their tactics.

A large majority of women are feeling anxious about their retirement security; at the same time there is a significant gender gap within the advisory sector, new research shows.

As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know.

As advisors work with an increasingly older clientele, it's imperative they arm themselves and their clients with the right documents to prepare for the inevitable.

Dynasty began to "unwind" its service agreement with Further Lane following SEC actions against the firm in late October 2013.