Industry

In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.

The independent advisor will retain branding rights and full autonomy.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

The country’s sixth-largest IBD is shifting its management ranks in a change prompted by the fiduciary rule.

Will young RIAs lead the profession’s second uprising against the established status quo?

"At least 50% of our assets are three generations or more," explains Bob White of HighTower.

Rob Comfort will lead sales operations and develop the firm's network of 400 advisors at more than 250 credit unions nationwide.

Raymond James grabbed five multi-million teams in a month. Other firms to see big transitions include Wells Fargo and Ameriprise.

"I probably spent the first three years in the business not opening my mouth with clients and just learning from him," says J.R. Gondeck of HighTower.

You likely have helped plan your clients' retirement, now it is time to plan your retirement.