Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

Planners share how they are finding new revenue streams for their business.

Retirees are likely to have fewer choices when they start shopping around for Medicare Advantage plans during the open-enrollment period that begins October 15.

One advisor says the fiduciary rule prompted the latest wirehouse exit to an RIA.

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

Not tapping tax-deferred retirement accounts until the age of 70 1/2 can be a wrong move, as required minimum distributions can be big enough to push retirees to a higher tax bracket.

The independent firm was founded by two former Merrill Lynch advisors in 2012.

Experts say firms that clear through Pershing have an advantage in the looming recruiting fight.

The firm and fellow regionals continue to take advantage of hiring cutbacks at wirehouses.

Three quarters of the firm’s 57 new recruits have come from the largest firms.

Rates are likely to remain low, which will have a negative effect on retirees and older workers who are adjusting their portfolios in preparation for retirement.

The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.

Which banks are advisors moving to? One recently jumped to Woodforest National Bank from Merrill Lynch. Eight others switched to Arvest Bank, Northern Trust, Union Bank, U.S. Bank and Wilmington Trust from myriad financial services firms.

The regional broker-dealer adds another team to its roster while wirehouses continue to scale back on recruiting.

Clients should start shoring up their savings by chipping in as much as they reasonably can to their employer’s retirement plan, especially if it comes with a matching contribution.

The loss comes even as the firm has been acquiring new breakaway teams and RIAs.

It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.

The amount that can be transferred is equivalent to the HSA's annual contribution limit, which is $3,400 for singles and $6,750 for couples.

With these latest additions, the regional firm furthers its Southeast expansion.