Seniors are more likely to opt for the standard deduction, which increased under the new tax law, but those who want to maximize their deductions have several considerations.

The past year brought major changes to the IBD network, including the sale of its majority stake and a structural reorganization.

Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.

The number of people in that group fell by more than 28% in the fourth quarter, according to Fidelity's data.

Lawmakers this year are expected to pursue measures that will help Americans enhance their retirement prospects.

Raymond James's culture and "access to leadership" were among motivators advisors cited for their moves.

The bank pledges to handle customer complaints better and reexamine its lending practices.

The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.

A recent ruling by the U.S. Labor Department could open the door for automatic 401(k) transfers between employers, which means fewer workers will be tempted to cash out.

A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.

The firm’s efforts to attract talent away from rivals boosted headcount by a net 57 advisors in 2018.

Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.

CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.

Millennials lag behind in terms of credit card debt and retirement savings, but they spend the most on vacation, dining out and other unnecessary expenses, according to a new study.

A new FINRA initiative to root out breaches of supervisory rules on 529 plans provoked criticism from the IBD advocacy group.

Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

The bank is targeting advisors with $100 million or more in assets.

Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.