Seniors who are 70 1/2 and older should ensure that they take their first required minimum distribution from tax-deferred retirement accounts by December 29.

Concerned about the wirehouse's "trajectory," Glen D. Smith sought out a business model his kids could join one day.

The pair was drawn to the firm’s “similarly aligned” culture.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

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.