Investors want more clarity and better options when it comes to fees.

CEO Dan Arnold said advisers’ uncertainty about the fiduciary rule is waning.

The most important consideration is that clients are able to complete the 35-year work period because benefits are based on the 35 highest-paid years from their careers.

The new hires joined a recently opened branch in Tuscon, Arizona, continuing a push west for the regional firm.

"This is a challenging time for the firm with the DoL rule," CEO Paul Reilly said.

Clients should plan to replace roughly 80% of their pre-retirement income after they leave the workforce for good.

The rule has cost the firm tens of millions of dollars in compliance and lost revenue.

Make sure clients understand that a 401(k) rollover could trigger a hefty tax bill, and that liquidating assets before the age of 59 1/2 could mean a hefty penalty.

The rep claimed the firm misled him when they recruited him from PNC Bank.

The Connecticut office tallied 14 new hires in the past twelve months, the firm said.

The Labor Department has indicated that further revisions to the regulation could be forthcoming.

This year has seen more moves, bigger moves and more expensive moves.

Clients should work together with their spouses and plan as a couple to develop a Social Security claiming strategy that will maximize their retirement benefits.

Only about 5% still charge them, according to a Financial Planning study.

The right strategy can save clients thousands of dollars, although the options are complicated.

Firms still rely heavily on commission income despite drops last year.

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

Stan Leavitt said he was drawn to the regional firm for its culture and financial planning capabilities.

The four advisers joined the more than 500 lost by the wirehouse in the last nine months.

Employers' 401(k) matching contributions this year are likely to reach 4.7% of worker's pay, up from 3% in 2009.