Some advisors have been hunting for a better personal retirement strategy.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.

The following tips may help clients minimize their liability.

The following 17 teams oversaw about $75 billion in assets. The firms ending the year with prize recruits include a diverse cast: regional BDs, wirehouses, boutiques and RIAs.

Too many planners are serving too few clients, Dynasty’s chairman argues.

The wirehouse has experienced rapid growth in advisor productivity, executives say.

The firm has been looking to its wirehouse competitors for new hires throughout the year.

Evan Guido is looking to partner more closely with CPAs.

Seniors should not only have a financial plan in place, but activities to keep them preoccupied.

Independent Advisor Alliance and Private Advisor Group — two of the firm’s largest hybrid RIAs — say they’ve added billions in clients assets from IFP.

There has been a robust increase in employers' registration since the program started last year, data shows.

Alternative fee structures may help ward off fee compression on assets.

An unknown number of test-takers viewed results online showing that they had passed, when their results were still under review.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

It’s another high-profile addition for the firm led by ex-Morgan Stanley executive Greg Fleming.

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

Six major trends to watch next year include M&A and the breakaway broker movement.

It’s the latest losses for the wirehouse, which has suffered from advisor attrition.

Some people have a hard time getting their one-time pass code to log on to their My Social Security account.