The increase comes after a 2% to 4% cut in 2016 when the firm reported its first revenue decline since 2009.

Advisor Group set a record for its recruiting in 2017, and Securities America announced more than a dozen fourth-quarter grabs.

While the funds are ideal for certain people, they don't address important retirement considerations, such as the cost of funding a comfortable living and a person’s savings rate.

With many private and public pensions in the red, clients are advised to look for options that will improve their prospects, such as Roth IRAs.

The new law will affect how financial advisors and clients evaluate the pros and cons.

Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.

The rewrite could affect how these firms value potential buyout targets.

The firm, which has roots going back 130 years, sees a way to potentially turbocharge growth.

Advisors such as Greg Hersch have long found professional fulfillment by leaving wirehouses to start their own firms. But will they soon find that path cut off?

IRA investors can draw funds from their accounts tax-free if the money will be used to fund college tuition and other related costs.

The firm sought to clarify circumstances surrounding the departure last month of former Congressman Harold Ford Jr.

Headcount is down by 200 compared to a year-ago.

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

Coming off a strong recruiting year, Steward Partners has enticed three more Wells Fargo brokers.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.

The fund will track an index based on a Human Rights Campaign Foundation gauge of corporate equality.

The move marks the firm's second hire in the past week.

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.