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The firm's latest "industry checkup" reports declines in revenue, adviser productivity and adviser headcount.

Here’s a roundup of the best quotes and most intriguing ideas we heard at the annual convention.

Market forces have wrought changes that can't be repealed, according to champions of the rule.

He held on, even as redemptions at the Pershing Square Capital Management fund mounted into the hundreds of millions.

The rep initially alleged his wallet had been stolen and someone forged his signature. He later claimed he must have been drugged.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

The regional broker-dealer has added at least a dozen ex-wirehouse advisers so far this year.

In one of the biggest bull markets in recent history, some mutual funds are still cheap by historical measures.

The firm’s equity partner channel added five breakaway wirehouse teams last year and 64 since 2008.

The new hires join the regional BD from Baird.