Your clients may have heard conflicting advice — they must change their IRA beneficiaries, spend down their IRA as soon as possible, dismantle their trust, or immediately convert their traditional IRA to a Roth IRA, Sophia Duffy writes.

The bank is winding down the roughly $40 billion international segment of its wealth management business.

As the No. 1 IBD rolls out M&A services to advisors this quarter and reels in record recruits, Dan Arnold says the firm is experimenting.

The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.

New hires come at a moment of heightened competition for talent industrywide.

Recruiting and retention of talent looms large for Advisor Group after it rolled up three firms in the wake of a massive acquisition.

Scott Ford is the new president of the 1,400-employeee wealth management unit that caters to affluent clientele of the Minneapolis company.

The team caters to wealthy clients and athletes, and specializes in private placement life insurance.

The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.

The new hires include industry veterans and they join a growing branch in Dallas.