Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.

Patrick O’Donovan will focus on recruiting new talent and helping advisors with succession planning, he says.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Newer hybrid products are popular, but they can be expensive.

Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

The practice left its BD less than a year after John Hancock acquired Transamerica Financial Advisors.

The husband-and-wife team say their new employer reminded them of their first firm, Smith Barney.

Derek Burke discussed the Advisor Group firm’s upcoming digital offering and his top priorities.

In recruiting more women and minorities, the regulator aims to reshape its homogeneous roster of arbitrators.

The regional firm's new hires joined from FSC Securities, Morgan Stanley and Wells Fargo.

The advisors joined existing practices within the bank's independent broker-dealer arm.

Armed with private equity capital, Carson Group rebrands and will become an aggressive M&A player, outsource provider and breakaway recruiter.

Retiree savings are only as safe as the places that hold retirees' personal information, says expert.

An internal memo shows tight deadlines for half the brokers the IBD hopes to retain after the deal.

A different regulatory landscape is encouraging brokers to reconsider their options.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients could face a 100% penalty of taxes owed for filing late.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.