The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.

While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.

Clients are advised place a deeper focus on their life goals when developing a strategy to retire.

Alternative compensation structures may provide more consumer protection, and drive higher client satisfaction.

The No. 1 IBD will roll out the new option for advisors as it competes with other firms in its sector, platform providers and consolidators.

While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.

Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.

The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.

The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.

The new recruits include a father-and-son duo in Orlando.

So far this year, Janney has onboarded 36 financial advisors. The newest team managed more than $290 million in client assets.

Hiring choices are having a ripple effect on compensation.

Seniors who negotiate for such an arrangement should consider their finances, flexibility and mutual benefits.

The wirehouse has experienced attrition while the regional BD has been on a hiring streak.

“Impacted positions span all staffing grades, as well as organizations and locations across the company," the company says.

To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.

The firm’s new additions include three brokers previously affiliated with Wells Fargo Advisors.

It’s the latest victory for brokers fighting to reclaim pay withheld by a former employer.

Those leaving the workforce before 65 need more cost-effective places to live.