A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.

Baird looks to expand its presence in the Greater Chicago area with latest hire.

‘The firm gives advisors the ability to choose who they do business with and doesn’t put limitations on minimum account size,’ one advisor says.

The contributor was recently called to be an expert witness and realized that defending a retirement plan in court can provide a good opportunity to better understand a portfolio.

The wirehouse is charting a litigious course since breaking with the Broker Protocol, and some observers think the scorched-earth campaign could harm its reputation.

Of the 46 advisors newly appointed as managing directors at the firm, only three were women.

The products can offset potential losses from lowered state and local deduction limits.

Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.

One recruiter argues the firm is losing talent because it will eventually exit the Broker Protocol.

At Merrill "it felt like we shifted away a little bit in recent years from the core focus of wealth management," advisor Matthew Spradlin explains.

Strengthened legal language recently added to bonus agreements will be removed, according to people familiar with the matter.

82% of beneficiaries who qualified for survivor benefits and their own benefits were not informed that they could opt for a restricted application and boost their benefit.

Firms can bring in great talent while assisting prospective CFPs with the experience requirement needed for the designation, according to a panel of experts at the board's Registered Program Conference.

Black History Month is a reminder that effort is required for racial progress.

Retirement investors may want to adopt the billionaire's investing strategy if their risk tolerance allows them.

The RIA boosts its platform, loses top execs and faces wary advisors.

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

The paperwork will be designed like the Form 1040EZ, the shortest federal income tax form.

An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.

Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.