The new complex manager will oversee 43 advisers at the regional brokerage.

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Firms must offer them to tap new talent amid the industry’s succession problems, the custodian says.

The firm also said it has benefited from low attrition and its training program.

The advisers previously worked at RBC Wealth Management, with one of them making the firm’s Chairman’s Council.

The two advisers bolted in a quarter that saw their ex-firm lose 130 advisers.

This is the second time Jefferies has poached Miami-based adviser talent from the wirehouse.

Depending on business mix, some advisers could see a pay cut.

Despite hiring pullbacks at the larger firms, there's been no shortage of multibillion dollar moves.

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.

The firm's headcount has steadily declined since the bogus account scandal came to light last year.

Although the market continues to rally, a possible setback remains likely and retirement investors should be ready for this scenario.

With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.

The engine of future growth for the top independent broker-dealers is likely to be fees.

"With 15,000 financial advisors, it's hard to change financial planning software. It's hard to change the day-to-day stuff," adviser Jim Denholm III says.

The broker now operates from Ameriprise's independent side, according to the company.

Some advisers are actually embracing changes by making the rules work for them.

The four advisers had spent their entire careers at Merrill before making the switch.

The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.

The latest hires join the regional firm from Wells Fargo and RBC.