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.

The move is HighTower's 22nd transaction this year ― making 2017 the firm's busiest year ever.

The three-adviser group joins the regional firm from Oppenheimer & Co.

These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.

Making excess withdrawals could result in taxes on the earnings and a hefty 10% penalty.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.

The new hires are the latest recruits to join the regional firm.

Smaller brokerages are benefiting in big ways from cutbacks at three of the four largest firms.

Let's have a robust discussion about how to improve outcomes for clients, but let's stop inventing bogus reasons why we shouldn't look after their best interests.

While her performance at the bank has been exemplary, she was denied opportunities that directly affected her pay, the advisor claims.

The nation’s largest broker-dealer must convince thousands of NPH advisors to make the transition.

Retirees who under-reported their income to avoid taxes will also get smaller retirement benefits than they deserve.

Blue Moon Wealth Advisory becomes the eighth major purchase for the RIA in the past 18 months.