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A recruit from M.J. Whitman heads to the regional broker's employee channel.

Here is a handy checklist for clients preparing to change their living situations.

If second-guessing has begun, consider why you initially recommended the stock---that reason can still be valid even if prices are falling.

Team advisors attract more affluent clients and generate more revenue than solo practitioners, according to PriceMetrix.

Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.

Defined contribution plan sponsors cannot track the owners of between 2.8 million and 4.8 million retirement accounts or 5% of the total number of accounts; Plus, why a solo 401(k) could be the best way to save for retirement.

Employees are gaining confidence in their short-term finances but the majority is still not saving enough for retirement.

Compared with other recent breaches, the theft of 6,400 user email addresses and passwords on the American Bankers Association's website might seem like small potatoes. But experts said the attack — the first in the association's history — was still significant and could have implications for banks.

The bank's wealth management group is gearing up for more business in Nevada now that it has the ability to deliver trust services in the state.

A longtime wirehouse advisor with $48 million in AUM has joined regional broker-dealer Wunderlich.