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Advisors may want to help clients research charitable giving, which overall could top $8 trillion as more baby boomers retire, according to a new study from Merrill Lynch and Age Wave. Advisors can help clients with their research.

"If I said I had worked for AT&T for 33 years, anybody would ask me, 'Well, when are you going to retire?' But our industry is unique. It's not like a utility company, where after 30 or 35 years, you're done," says Larry Palmer, an advisor at Morgan Stanley.

Ron Kruszewski talks with On Wall Street about Stifel’s recent acquisitions and why there has been some advisor attrition at Barclays' U.S. brokerage unit ahead of its acquisition by Stifel.

Prices and guarantees will improve for clients as robo-advisor tools continue to develop in the annuity industry; Plus, these two moves can ensure your clients will retire no matter what happens with the market.

How multi-generational tax savings are achieved when parents help children start Roth IRAs.

Changes will effectively kill File-and-Suspend and Restricted Application strategies for collecting while earning delayed retirement credits

MFS Investment Management Senior Vice President and Global Advisor Maureen Leary-Jago received the visionary leadership award for her contributions to the firm, clients and industry, as well as her work toward giving back to the community.

Some of the biggest computerized-trading firms are facing obstacles as they try to move into interest-rate swaps.

J.P. Morgan recruited a veteran advisor from Credit Suisse, which recently struck an exclusive recruiting deal allowing Wells Fargo to pick up the Swiss firm's U.S. advisors.

As the Fed looks to tighten monetary policy, advisors must help their clients navigate a low-yield environment while also preparing their portfolios for rising rates.