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HighTower recruited a Merrill Lynch advisor team managing $800 million in assets.

Is the American dream still alive; Social Security earnings test is not a tax; How to manage health care costs

Planners should consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements, the CFP Board says.

Advisors must make several key business decisions to go independent, says Shirl Penney, founder of Dynasty Financial Partners.

Advisors still are not tapping into the Gen Y market, a study from Principal Financial Group shows.

Variable annuities held by clients might not need to be annuitized to deliver cash flow.

Planners should consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements, the CFP Board says.

As a FINRA task force is scheduled to review the regulator's arbitration process, critics are charging that firms are using U5 termination forms to sully advisor reputations.

The CEO of one of the largest planning firms makes his own estate planning move.

For advisors and their boomer and retiree clients, the new rules from Treasury could be a game changer for how they allocate 401(k) and IRA assets going forward.

Advisors should help their female retiree clients balance their well-placed concerns about longevity with their tolerance for risk.

Advisors warn despite the appeal of quarterly income from energy MLPs, retired clients should proceed with caution because these investments usually make tax-sense only with long-term commitments.

Increased interest from academia in offering degree programs is the good news--but they still need many more qualified teachers.

The Canadian bank's viral YouTube clip comes as the industry struggles to use social media effectively.

RBC Wealth Management-U.S. announced Friday that it has recruited Roger Rath from Janney Montgomery Scott as a senior vice president and financial advisor for its Annapolis, Md., office.

The North Charleston-based credit union chose CUSO Financial Services to expand its 18-year-old investment program.

It takes a lot of time to develop original insights and advance the public conversation around a thought. If you have the inclination, follow this plan to start the process.

Only 25% of Americans use a 401(k) plan; It's ok to use Roth IRA to help pay school loans in some cases; Why the good news for retiree health care may not last

Regulators' blunt criticism of resolution plans of the 11 most complex banks still leaves pivotal questions about how the process moves forward, including what banks must do to avoid serious consequences.

With retirement-aged couples divorcing with ever more frequency, financial planners should be ready to help recently divorced clients adjust their plans for retirement.