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Two advisors passed on an opportunity to join Wells Fargo, which recently inked a recruiting deal with Credit Suisse.

When the going gets tough, savvy financial advisors get in touch with clients.

A J.P. Morgan study shows baby boomer spending needs could face funding constraints as they grow older, challenging advisors helping these aging clients maintain their lifestyles.

We'll soon unveil our ranking of top bank advisors. In the meantime, one of our regular contributors outlines the characteristics needed to excel in the channel.

Advisors can point clients to undervalued investments in the energy sector for tax-loss harvesting. Plus, avoiding the cost of MLPs in retirement accounts.

Founders are the biggest offenders when it comes to ignoring these procedures.

Online tools such the one developed by the Consumer Financial Protection Bureau can help clients determine the best time to claim their Social Security retirement benefits for maximum results; Plus, do your clients need life insurance after they retire?

Incorporating such a plan provides alternate revenue streams for better client growth.

Lawmakers press SEC Chairwoman White on the progress of the DoL's fiduciary proposal.

An advisor group left the wirehouse for the independent side of Raymond James.