Investors are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

Retirees should consider that state laws may differ on who may be legally recognized as a beneficiary's spouse and thus whether their partner would be entitled to spousal benefits.

CEO Jim Cracchiolo says the firm’s headcount is poised for growth again following a stagnant year.

The planner wasn’t happy with the direction his former firm was pushing its advisors.

The increase comes after a 2% to 4% cut in 2016 when the firm reported its first revenue decline since 2009.

Advisor Group set a record for its recruiting in 2017, and Securities America announced more than a dozen fourth-quarter grabs.

While the funds are ideal for certain people, they don't address important retirement considerations, such as the cost of funding a comfortable living and a person’s savings rate.

With many private and public pensions in the red, clients are advised to look for options that will improve their prospects, such as Roth IRAs.

The new law will affect how financial advisors and clients evaluate the pros and cons.

Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.

The rewrite could affect how these firms value potential buyout targets.

The firm, which has roots going back 130 years, sees a way to potentially turbocharge growth.

Advisors such as Greg Hersch have long found professional fulfillment by leaving wirehouses to start their own firms. But will they soon find that path cut off?

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.