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.

In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.

Some owners are reluctant to give away an equity stake. Here is one solution.

One approach to determine a retirement withdrawal rate is to set a fixed percentage of their portfolio every year, says an expert. But there are other strategies, as well.

The firm’s hot recruiting streak continues into 2019.

The firm has been aggressively recruiting wirehouse talent.

The network’s largest subsidiary will support fee-only advisors, and one of its smaller firms is targeting five times its level of recruitment from 2018.

The impact of the 35-day partial government shutdown could delay the process this year.

The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.

Compared to lower earners, clients with moderate and higher incomes will owe more taxes on the distributions from tax-deferred accounts after they retire.

Monthly charges are the area in which there’s the most variation amongst broker-dealers, writes recruiter Mark Elzweig.

“We are looking to grow a firm of high quality financial advisors who are looking to make a real difference in people’s lives,” the firm cofounder says.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

Many Americans affected by the partial government shutdown are tapping their retirement savings and taking other financial options.