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With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

"Keep records and watch the statute of limitations. The usual IRS statute of limitations is three years after you file your tax return," an expert writes.

Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

Among the new recruits is an 11-person team.

More often than not, wirehouses were on the losing side of these moves.

Other firms have trod a similar expansion path — and stumbled. Will Laidlaw find its footing?

Clients should understand Medicare, Social Security and 401(k) changes that will impact on their retirement savings and income.

Supervisory failures at LPL Financial, J.P. Morgan Securities, Morgan Stanley, Merrill Lynch and Citigroup prevented assets from moving to beneficiaries on time.