Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.

The deadline to apply is Sept. 27.

The Bay Area advisors had worked at Merrill for nearly two decades.

Advisors may need to alert clients as to when these checks will be taxable.

Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.

The SEC published more than 1,300 pages of regulatory information. Here's what advisors need to know.

There is actually a way to give clients a good answer to this question.

With the net unrealized appreciation, workers can roll some employer stock into a taxable brokerage plan.

Pockets of job growth are offsetting some of the dramatic cuts at the world’s largest lenders.

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

To make the most of their savings, workers should start funding their accounts as early as possible.

It's important to teach younger advisors every aspect of your practice. Start with "I don't know."

Do your clients have their ducks in a row?

The bank has picked up a few notable recruits this year, including a $6.6 billion team in April.

The insurer lost four prominent female executives earlier this year in departures CEO John Schlifske called “a step backward.”

The promotions broaden the pool of potential candidates to eventually succeed CEO Sergio Ermotti.

A financial planner serving entrepreneurs decided to become an entrepreneur himself.

At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.

Advisors may be able to shift taxable income and potentially save on employment taxes, as well.