One advisor has more than three decades of experience in the business.

The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.

Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.

They can do research by visiting funeral homes to get a better understanding of cost and burial details.

The new player aims to disrupt the sector despite losing some 300 reps to other firms.

Warning: Advisory firm buyers may be purchasing a depleted oil well.

This interactive tool provides the full collection of data from Financial Planning's 34th annual study of the largest firms in the space.

Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

The $5 million payment will be shared among other fathers employed by the firm who also missed out on a 16-week parental leave benefit.

The limit on deductible contributions to health savings accounts will jump by $50 for individuals and $100 for families next year.

The advisors managed more than $225 million in combined client assets.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

One departing practice managed $100 million in assets.

Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.

Several of the new recruits had spent more than a decade with Questar.

FINRA Rule 3210 typically requires permission for brokerage accounts.

An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.