The Latest

Workers can improve the odds of getting bigger Social Security benefits after they retire by asking for a salary raise from their employer.

Steven Thill is a partner executive in the healthcare division of Ricoh USA.

Sumit Sharma joined KBKG as a senior manager in 2015 specializing in cost segregation and fixed assets in the Northeast regional market. Based in New York City, he has over 12 years of experience conducting fixed asset depreciation reviews, purchase price allocations, cost segregation studies, Section 179D energy efficient analyses, repairs/maintenance cost analyses, and pre-construction tax consulting services.

Technology is a tool, not a substitute for actual interaction.

Central Valley Community Bank of Fresno, California, will look to Raymond James to help it expand its client investment offerings.

This technology allows for a guided, rather than a one-sided, planning experience.

Steps advisors need to take now, whether you’re thinking of making a move or not.

Barbara Herman is a senior vice president at Diamond Consultants, a financial advisor recruiting firm.

Regional firms have been on a recruiting spree this year.

A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.