Banco Popular de Puerto Rico

The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.

Departures from the Swiss banking giant show no signs of letting up in a week that also saw LPL Financial and Elevation Pointe announce big deals.

As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major acquisition.

What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.

When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, his first order of business was being an "early adopter" of these emerging tools.

Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.

Artificial intelligence tools are everywhere in the wealth management industry, with providers promising increased efficiency and time savings. Things don't always go as planned, though.

Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security.

Managing partner Penny Pennington received lower pay last year due to the declining business.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.