Always check and update the beneficiary forms.

Were 300% deals ever sustainable? What can advisors do today? And if you think it’s too late to break away, listen to the story of a 70-year old advisor who made the move. Mindy Diamond offers her insight as we continue the dialogue from our Recruiters Roundtable.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

The regional BD continues its recruiting spree, adding to the more than 400 advisors it’s already hired in the past year.

Non-discretionary accounts may comprise the bulk of a client’s net worth, but are traditionally out of an advisor’s sphere of influence.

The boutique wealth manager has been aggressively courting top brokers.

Christopher Rollins worked for Goldman Sachs for 16 years and rose to be a managing director before the firm fired him in February 2017.

The regional BD's three hires come from Wells Fargo and Ameriprise.

The firms may or may not be vying against one another, but their advisor forces are moving in different directions.

Many small firms still don't offer this important benefit to their employees, but it’s time for that to change, says advisor Douglas Boneparth.

The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.

The firm, which has opened five new offices and acquired a firm this year, is putting another familiar face on its executive committee.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

“The industry has not done any favors to young advisors,” says independent advisor Douglas Boneparth.

A big difference in fees may not be enough to offset taxes on capital gains.

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Raymond James, Janney, Ameriprise and Stifel are all racking up impressive hires from the wirehouses.