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The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

Aaron Passman is editor of Credit Union Journal, the nation’s leading credit union news resource. He was appointed editor in 2018 after two years as an assistant editor at CUJ and nearly five years as a reporter there. He has worked as a staff writer or freelancer for a variety of publications across the country and is a graduate of the University of Kansas.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Both the regional BD and RIA have benefited from an exodus of wirehouse talent.

Investment firm blamed fat finger error for 90% decline when losses were really due to poor trading.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

Mutual Securities has added five new affiliated practices this year to grow to 26 teams with more than $1.5 billion in AUM on its corporate RIA.

The case is a legacy of the fallout from Puerto Rico's bond crisis and the performance of UBS closed-end funds.

Mitch Cook, AIF, CRPS, is an institutional retirement consultant with Lexington, Kentucky-based Unified Trust Company.