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.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

The wirehouses have lost teams overseeing more than $12 billion in client assets over the past month, according to recent hiring announcements.

Woodbury Financial has peeled off more than 80 advisors in the wake of LPL’s giant acquisition.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Four of the departures happened in New York following the firm's abrupt departure from the Broker Protocol.