Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.

The firm said this is the first of several new teams it plans to add this summer.

Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

The fast-growing firm now has more than 100 brokers.

The firm is “looking to aggressively compete” by lowering and simplifying the fees on its advisory platforms, a top executive says.

Mainstays of the sector like Commonwealth, Cambridge and Northwestern Mutual are contributing to it, but smaller firms are also driving change.

The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.

The regional BD opened its third new location in Texas this year.

The wirehouse loses four more advisors to the regional BD.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.

The firm had cut back on hiring efforts in 2016, citing exorbitant costs.

How to solve the financial planning industry’s diversity problem.

The firm calls the lawsuit's claims "baseless."

Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.

Finding the right mix of tools can be daunting, says the firm’s director of financial planning.

Two of the new hires are brothers who spent more than 20 years at the wirehouse.

The recruits also opened a new branch for the regional BD.