One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.

Finding the talent for your practice might require you to step outside your comfort zone.

Whether the husband takes reduced benefits has no impact on the spousal rate, although it could effect potential widow's benefits, according to a Social Security expert.

Christopher Davis oversaw more than 190 brokers operating from eight offices while at Wells Fargo, according to his new employer.

Retirees should delegate the management of their finances to their children before they reach advance years and their health starts to decline.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.

Which wirehouse offers advisors the most freedom? Which offers the least? And when should advisors shun the channel and break away?

Is hourly and standalone planning misguided? This advisor says yes.

Headcount has dropped four out of the last five quarters as numerous scandals have hit the bank.

Jim Chahine spent the bulk of his 26-year career at Merrill Lynch and Credit Suisse.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

The No. 1 IBD has completed the NPH acquisition, but CEO Dan Arnold unveiled further growth initiatives amid challenges to its dominance.

A company’s refusal to hire a candidate because their work authorization papers will ultimately expire “may constitute illegal discrimination,” according to the Department of Homeland Security.

Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.

Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.

Richard Frick had overseen the wirehouse's Philadelphia operations since 2011.

Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.

The commission's frequently asked questions come six weeks ahead of the deadline to self-report placing clients in high-fee share classes.

The $3 billion marriage of robo and radio advice has some expecting more deals and pressure on RIAs to increase focus on scale and deliver a better digital customer experience.

Edelman expects to see a wave of similar RIA-robo pairings, pushed by consumer demand for cheaper, unconflicted online services.