The boutique firm is looking to expand to new markets, says Ryan DeVore, the firm's head of Private Client Advisors.

One step for clients is to avoid investing the money that they will need within a five-year period.

Despite record AUM per adviser, fees and revenues slump.

The group joined an existing independent practice affiliated with LPL.

The regional brokerage firm recruited its second wirehouse group this week.

Gold tends to hold its value in the long-term, but it's volatile — almost as much as stocks — so clients may need decades to ride out its ups and downs,

The team includes identical twin brothers and an industry veteran of nearly 30 years.

The group joined the regional broker-dealer from Morgan Stanley.

Demographics and competitive forces are destined to weaken the determination to avoid expensive recruiting packages.

None of the FP50 are close to equalizing their ranks of men and women.

The regional firm continues to snatch multi-million dollar teams from the wirehouses.

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

The group says it wanted to offer clients greater transparency.

The firm has collected more than $1.1 million in arbitration cases so far this year.

The new hires help the firm further expand its presence in the Southeast, an executive says.

Clients should not underestimate the impact of taxes on their income after they retire, as their tax liability could reduce substantially their net earnings.

The wirehouse pullback on recruiting is seen as an opportunity for regional firms, a recruiter says.

The regional firm has been trying to recruit more advisers, particularly those from wirehouses.

The new recruits, who previously worked at Wells Fargo Advisors and Janney Montgomery Scott, also pointed to the firm's affiliation with Raymond James in making the move.

The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.