Clients should refrain from cosigning their child's student loan, as Social Security could garnish their retirement benefits if the child defaults on the loan payments.

Many millennials find it difficult to think beyond their student debt, which averages $32,731 with an average monthly payment of $393, according to the Federal Reserve.

As technology reshapes the financial world, conditions should improve in wealth management.

The No. 20 IBD unveiled a total of 15 practices joining its ranks in the fourth quarter.

If clients miss an RMD, they will be subject to a penalty equal to half the amount they should have taken, and they'll still owe ordinary income taxes on distributions.

Stifel says the fact that it owns a bank — instead of being owned by one — is a big appeal in recruiting.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

There’s a powerful source of income hiding in your client’s home.

H. Beck’s incoming president brings experience with her new firm’s earlier ownership structure and its custodian's platforms.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

The Landmark Group ditched the large firm for Fieldpoint Private, a boutique firm with 28 advisors.

The right strategy can help minimize their future estate taxes.

Fixed indexed annuities guarantees minimal investment returns amid a down market, but investing in them still carries some risk.

The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.

LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.

Investors are advised to do a Roth conversion before year-end to make the most of the federal tax deduction for state and local income taxes, which could disappear next year.

Regulatory decisions, whistle-blower cases and acquisitions will define wealth management in 2018, and the people here will be the decision-makers who remake the industry.

Exclusive: The No. 4 IBD unveiled a new bank-based team even as its competitor began revealing its retained firms under the acquisition.