ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.

Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

Clients can bring their effective tax rate below 3% in retirement by using a combination of three strategies.

Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.

“For progress, we need to make people just the right amount of uncomfortable," says Erika Karp of Cornerstone Capital Group.

At least three dual practices with nearly $1.5 billion in client assets have left since the No. 1 IBD unveiled the new guidelines.

It's a sign the firm is still selectively hiring despite leaving the Broker Protocol last year.

The No. 9 IBD has emerged as one of the major players in a tough recruiting fight after the massive acquisition.

Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.

After both firms exited the Broker Protocol, their attempts to browbeat advisors have largely failed, one recruiter argues.

The move comes at a bad time for the firm, which amid scandals and mounting regulatory scrutiny has lost more than 300 advisors in a year.

The firm’s hot recruiting streak forges ahead with another grab from a rival firm.

The regional broker-dealer is gearing up for another big recruiting year in 2018.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.

Chris Randazzo rejoins the firm’s former president, Gregory Fleming, at Rockefeller Capital.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

The Senator wants to know what the SEC is doing to prevent harassment at banks.

The firm poached two advisors from its rivals as it expands its talent pool.

One recruiter says, "If I'm an advisor at Wells Fargo right now, I have to ask myself is this the firm I want to tie my future to?"