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Keeping trusts a secret from the people who will one day benefit from them is a way to preserve and manage wealth.

An advisor who had been at Merrill Lynch for 20 years left the wirehouse to join UBS.

The best way clients can take IRA withdrawals. Plus: ways to kick start your client's tax free retirement savings, and what you need to know about form 1099-C.

Treat their tax liabilities as expenses, and plan accordingly.

An advisor who moved to a wirehouse from a boutique offers guidance on finding a firm that will offer greater job satisfaction and also benefit clients.

If you take only one message from a rather tumultuous 2015, you might want to consider this: Build your practice with a firm where retail wealth management is a core business.

Deutsche Bank plans to sell its U.S. private-client brokerage unit, according to people briefed on the matter.

HD Vest will marry its data mining capabilities and lineup of advisors to Blucora's free online tax preparation platform, but CEO Roger Ochs won’t call it a robo.

"The Barclays teams needed to make a decision quickly, but we're also talking to several more teams who are not with Barclays," says Tom Palecek, Summit Trail Advisors partner.

Barclays lost a team to RBC, the latest defection since the British-owned firm agreed to sell its brokerage unit to Stifel. This is the first to go to a regional brokerage instead of a wirehouse or high-profile boutique.