Far too many financial advisors overlook home equity as part of a retirement income plan.

The firm is rewarding advisors with new rewards for growth – and cutting pay for those who don't hit certain hurdles.

In a case of déjà vu, this is the second time a father-son team left Wells Fargo for RBC in the past two weeks.

Advisor Group BDs have poached at least four NPH practices after LPL acquired the network’s assets.

The practice joined Triad Advisors after at least 25 years with its former IBD.

The tax plan would make itemized deductions less valuable so some seniors would lose a deduction that covers payments for nursing homes, assisted living or inpatient hospital care.

Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.

The firm aims to maximize its value to advisors, but observers caution that it faces big challenges.

CEO Dan Arnold listed three reasons why the firm thinks its rivals peeled off some advisors.

Get ready for advisors to run for the exits.

The fourth largest IBD added a super OSJ with $650 million in AUM.

Independent Financial’s haul includes a new affiliated RIA launched by five of the practices.

The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."

This year's additions to our expanded annual list of CFP Board-registered degree programs.

Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.

The firm has signed four big recruiting deals in the past three months.

The independent firm affiliated with Raymond James has been on a recruiting tear this year.

Clients should learn to reduce their housing, transportation and food costs, cut unnecessary expenses, and develop the habit of packing their lunch to work.

The brokers joined Wells Fargo's independent broker-dealer.