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.

The advisors joined the firm's recently opened office in Flint, Michigan.

The firm also reported that its advisor ranks were up 2% year-over-year, boosted by its training program.

They were previously part of a team that oversaw $2 billion in assets.

Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.

Some of the biggest changes come when industries collide.

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

Fourth-quarter profits ticked up a modest 1% year-over-year to $659 million even as number of advisors dropped 2%.