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More people are planning to wait to file for benefits, but just 25% are even aware of their full retirement age.

The two veteran advisers were legacy Morgan Keegan, a brokerage Raymond James acquired in 2013, On Wall Street learns exclusively.

A few tweaks would make the program strong for the long haul. Editor Lee Conrad and consultant-author Brian Doherty talk about the difficulty in implementing such changes.

Managing too many tasks at once can alienate your clients, an expert warns.

The new recruit joins after the regional firm paid $150 million to settle a lawsuit brought by an SEC receiver.

Mike Michael, an executive vice president and regional president, takes over the business from Philip McHugh, who now heads the consumer bank.

The method is gaining traction, even as some warn against abandoning the regular approach.

A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.

The move does not apply to the giant asset management firm's ETFs, and clients are not required to liquidate existing positions.

Not planning is the biggest risk that advisers can take.

The company's market share has increased in recent years to 67%.

Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.

The newcomer from UBS will help oversee a unit that has grown to just over 3,000 advisers.

Three firms have fired the broker, whose former clients have won $494,000 in settlements.

One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.

Michael Jeppson generated about $1.8 million in annual revenue, according to his new firm.

Firms can add clients and improve eventual purchase prices by planning for the future.