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Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

The SSA may tell your clients they can’t use this filing strategy. But author and consultant Brian Doherty says the agency is wrong.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

Earlier this year, Jason Kirkland was recognized for his “many contributions” to the firm.

The regional BD has added three new advisor teams to its ranks, as well as a head of equity and institutional middle markets.

As digital advice blends with traditional human services, firms are looking to expand into technology hubs around the country.

Seniors will have to pay income taxes on a certain portion of their benefits if their taxable income plus 50% of the benefits exceed a certain threshold.

Sterne Agee changed its name after Stifel sold the firm in 2016 to INTL FCStone for about $50 million.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

The private equity firm completed the largest IBD purchase of the year by acquiring the majority of the 7,700-advisor network.