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.

Merrill Lynch’s head count isn’t suffering, but some regional BDs have grown by thousands in the past five years.

Planners have been leaving bank-backed firms in droves in search of what they say is greater freedom and flexibility.

Clients have a tax-saving opportunity to transfer pre-tax contributions in retirement accounts to a Roth or life insurance policy under the new law.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

The firm’s most recent hires are 2 advisors overseeing more than $550 million in client assets.

The firm is trying a new approach 10 months after quitting the Broker Protocol.

Jean McCrave Baxter claims colleagues made sexual jokes and she was denied advancement opportunities afforded to male co-workers.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

The ongoing shift away from commissionable products is driving major changes in the space.

Many want to work as holistic planners, but common, entry-level jobs can easily lead to dead ends.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

Thought we were done with the tax overhaul? Think again.

FINRA released internal data in the regulator’s first-ever such report, highlighting changes in the wealth management space.

Rich professionals have found a new way to bypass income limits created by Congress.