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If clients ask you about their Social Security benefits, or even if they don't, you have a chance to educate them on how the program is still an important part of their retirement plan.

The wirehouse is sending executives to Credit Suisse offices to deliver the firm's pitch, and will fly advisors out to its headquarters in St. Louis next week.

Contribution limits to 401(k) retirement plans for next year remain unchanged based on inflation adjustments made by the Treasury Department; Plus, four easy retirement plans for the self-employed.

Capital gains of up to $250,000 for individuals or $500,000 for couples will be exempted from tax, provided it was the seller's primary home for two of the previous five years.

Advisor networks can provide community, targeted advice and much-needed support for planners with niche specialties, Dave Grant says.

Separating the roles of the two professionals can be counterproductive for clients.

Chief Executive Paul Reilly acknowledged that the firm has been exploring potential acquisitions, but declined to discuss specific targets with analysts during an earnings call.

Advisors shouldn’t force themselves to work with the next generation of clients and talent -- but they must be committed if they do, says XY Planning Network co-founder Alan Moore.

The Treasury Department and the Internal Revenue Service proposed tax regulations Wednesday to bring the rules in line with recent Supreme Court decisions.

The firm's wealth management unit reported that growth in client assets was flat year-over-year, and declined $20 billion from the previous quarter to fall to $433 billion.

After several false starts this year, the Senate is gearing up for a vote on a major cybersecurity bill backed by the banking industry.

IRS: There is a special rule for those who rent their residence for 14 days or less.

Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.

IRS: There is a special rule for those who rent their residence for 14 days or less.

Seniors who consider filing for Social Security benefits before the end of the year to avoid a hefty increase in Medicare Part B premium next year are advised to drop their plan; Plus, eight ways to build more retirement wealth.

Serving public shareholders conflicts with LPL's ability to serve advisors and clients, says David Pickler, who has moved to Commonwealth Financial.

Almost half of U.S. workers didn’t have a company-sponsored retirement plan in 2013, compared with 39% in 1999, according to an analysis of Census Bureau data by the Schwartz Center for Economic Policy Analysis at the New School for Social Research in New York.

Almost half of the $75 billion buyout loans arranged in the U.S. last year and tracked by Bloomberg in the secondary market are trading below their issue price.

Only 42% of advisors have discussed long-term care with more than half of their clients. The reason for their reluctance may be due to clients' focus on saving money for retirement.

A multi-year plan coincided with third-quarter results that missed analyst estimates, partly because of a bigger-than- expected drop in managing clients' money, the business the company wants to expand.