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It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

Exclusive: The regional firm picked up two groups of recruits from Wells Fargo and Merrill Lynch.

Which fund categories had the biggest rebounds this year?

The industry trade group is also calling on regulators to harmonize existing rules.

Susan Yeazel is a healthcare expert for Point B Management Consultants.

A planner's guide on what clients should do before and after the president-elect takes office. Plus, why the timing may be right for the "beaten-stock" strategy and getting to know the most-overlooked deductions.

The broker-dealer's digital offering will be priced "on the lower end of the spectrum," according to top company executives.

The sales mix for the wealth management business is shifting from commission-based to more fee-based products, which hurts revenue in the short term.

The model for financial advice "is primed and ready for change," says Cetera CEO Robert Moore.

The potential for the fiduciary rule to be scuttled by the Trump administration helped drive the decision, sources say.