While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

The two advisors have already transferred about $160 million in client assets, according to their former employer.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Robert Russo says the Independent Advisor Alliance has recruited nearly three dozen IFP reps, and other large enterprises have also made inroads.

The brokerage firm is holding off on making major changes while regulatory frameworks shift once again.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Both the regional BD and RIA have benefited from an exodus of wirehouse talent.

Mutual Securities has added five new affiliated practices this year to grow to 26 teams with more than $1.5 billion in AUM on its corporate RIA.

Training programs may seem expensive, but they cost just pennies compared to the expense of losing talent and hiring replacements.

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

The firm is finding success despite being outside the Broker Protocol.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

The cuts are said to range across several businesses in the group.

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

The founding partners spent a combined 54 years with the No. 6 IBD before launching the fee-only firm.

The former MetLife advisors had affiliated with three different IBDs over four years amid the increasing consolidation in the space.

The advisors decided to join the firm following a meeting with Raymond James' leadership in St. Petersburg.

Soon after shuffling C-suite, the independent broker-dealer brings on nine advisors while it continues hunt for a new CFO.

As robo advice expands into other services, such as debt management, the stakes rise to become a hub for a client's entire paycheck and financial life.