The decisions made before they retire are integral to their success, according to an expert.

It’s the sixth time so far this year that former Credit Suisse advisors have won damages against the firm.

Integrated Partners added a family office practice eyeing wirehouse breakaways as part of a dozen recruiting grabs for the No. 1 IBD and its OSJs.

Medical expenses for retired clients may be more predictable than expected, experts say.

Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.

The potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

he potential acquisition would unite two firms that custody assets for more 7,000 independent advisory firms.

The wirehouse brought on 10 advisors from several rivals.

Wells Fargo welcomed 22 active duty members to its corporate office as part of a corporate fellowship program.

The LPL Financial advisor is using his new influence to help firms create policies to prevent sexual harassment.

The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”

The wirehouse is also simplifying its small household policy and boosting its emphasis on financial plans.

The firm also opened a new branch office to house its recruits.

The firm hasn’t made any decisions about advisor retention bonuses, but some top shareholders will earn tens of millions of dollars once the deal closes.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

As Bob Dylan once sang, “the times they are a-changin.”

Clients opened 142,000 new accounts last month after Schwab escalated the brokerage industry's price war.

The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.

In some cases, clients are advised to pay off their debt instead of putting money aside to retire.

Adding to discomfort with the campaign, some women discovered that the firm was also using the ad as a way to generate sales leads, employees said.