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It’s an essential task both for advisors launching practices and seasoned veterans breaking away. Here’s how to ensure a good fit — and avoid costly mistakes.

The largest insurance company-owned IBD and Alexa von Tobel's startup announced a new setup for the firms roughly three years after the acquisition.

Retirees should delegate the management of their finances to their children before they reach advance years and their health starts to decline.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.

Which wirehouse offers advisors the most freedom? Which offers the least? And when should advisors shun the channel and break away?

Is hourly and standalone planning misguided? This advisor says yes.

Headcount has dropped four out of the last five quarters as numerous scandals have hit the bank.

Jim Chahine spent the bulk of his 26-year career at Merrill Lynch and Credit Suisse.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.