When it comes to gifting to a child that isn’t your own, author Erin Lowry writes things do become a tad more complicated.

Even those who haven’t had a pay cut are revisiting the decision, with 22% tweaking the date, most aiming for a later exit, research shows.

Younger workers are more prone to monetary concerns than their older counterparts, due to a lack of savings and other factors, a recent survey found.

Moves and news at Macquarie, Rockefeller, Vanguard, Orion, and elsewhere in the financial-advice industry this week.

Where do top brokers earn the most?

After appointing the committee and starting a new conference series, co-chairs Fanci Worthington and Stephen Oliver are asking all advisors to get involved.

The six-person will focus on ultra-high-net-worth families and individuals in South Florida.

From compliance to technology and succession, advisors may be under the wrong impressions about launching their own firms.

The two lead advisors had each spent more than two decades with the wirehouse.

Collecting too soon means lifelong, permanent cuts in monthly payments to you, your spouse and any dependents, says New School professor Teresa Ghilarducci.

Financial Planning continues its four-part analysis of core compensation components at wirehouse, regional and national BDs.

Moves and news at Stifel, Avantax, Cetera, D.A. Davidson, John Hancock Retirement and other quick takes from the week in financial advice.

Despite losing more than 295 net advisors in the first three months of the year, the wirehouse had one of its best quarters in history in terms of revenue.

Advisor Kip Adams says access to the IBD’s trading platform and tools have “already improved how we open new accounts and manage our business.”

A net 236 brokers left the wirehouse in the three months ending in March, the company said in its latest quarterly report.

Financial advisor Jacqueline Campbel led a diversity program at her old firm and has ambitious expansion goals for her new one after 25 years in the industry.

Advisor Kristin Bartlow brings a team of four managing $195 million in client assets to Journey Strategic Wealth.

In the real world and increasingly online, Black financial enthusiasts are pushing their followers to take bolder steps to create wealth.

The quartet of advisors picked the nation’s largest IBD out of the increasing number of suitors available to ex-employee practices.

More than 100 business leaders joined an hour-long Zoom call to discuss new restrictions in Georgia, Texas and other states.