Practice

Exclusive: The regional firm picked up two groups of recruits from Wells Fargo and Merrill Lynch.

The industry trade group is also calling on regulators to harmonize existing rules.

A planner's guide on what clients should do before and after the president-elect takes office. Plus, why the timing may be right for the "beaten-stock" strategy and getting to know the most-overlooked deductions.

The broker-dealer's digital offering will be priced "on the lower end of the spectrum," according to top company executives.

The sales mix for the wealth management business is shifting from commission-based to more fee-based products, which hurts revenue in the short term.

The model for financial advice "is primed and ready for change," says Cetera CEO Robert Moore.

The potential for the fiduciary rule to be scuttled by the Trump administration helped drive the decision, sources say.

Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.

Studies have found that as many as 25% of records contain errors that can reduce benefits.

If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.