The firm has been picking off talent from rivals, primarily wirehouses.

“We can’t overestimate the influence of having access to employer-sponsored retirement plans," an expert says.

Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

RIAs need to review fee flexibility, target markets, value and branding.

Dan Arnold deployed a five-pronged argument for why consolidation is a recruiting boon for the No. 1 IBD.

About 350 employees at USAA may lose their jobs due to the deal.

For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.

The new recruits came at the expense of wirehouse rivals Merrill Lynch and Wells Fargo.

The new recruits managed over $300 million in client assets.

Reorganization includes the departure of one of the company’s highest paid executives.

The Advice & Wealth Management segment added 72 experienced advisors who affiliated in the second quarter.

The firm isn’t “the high bidder,” and that’s just fine, according to Paul Reilly.

The Labor Department is poised to release a rule that would make it easier for small businesses to establish a multi-employer 401(k) plan for their workers.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

The executive's sudden announcement raises questions about whether the company’s retail brokerage platform will compete with advisors.

Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.

Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.

Most retirement tips should be taken with a grain of salt, as not all advice can help boost prospects.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.