Independent advisers are poised to benefit from implementation of the DoL ruling.

The promotion comes as wealth management firms accelerate efforts to roll out digital advice platforms.

You probably feel you already act in your clients’ best interests, but now that it’s official, you could feel it in your paycheck. Editor Lee Conrad talks with consultant Peter Bielan about changes banks are considering for their advisers.

Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.

Top industry headhunters share their insights on what the evolving landscape has in store for brokers switching firms.

The Swiss firm picked up a team that oversaw approximately $900 million in client assets.

The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.

The new hire will oversee the private banking and investment management services Umpqua offers to the high-net-worth.

"They like what we do. They like the capabilities. They like the technology we have," he said of the clients drawn to the bank's wealth management platform.

Retirees are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.

The wirehouse announces another huge hire weeks after saying it would be cutting back on recruiting.

Advisers may think their firm’s credibility stems from a big number. That’s not to say they should misrepresent their assets under management, Michael Kitces writes.

The two advisers generated $7 million in annual revenue, according to their new employer.

Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

The wirehouse had held back on finalizing some aspects of its fiduciary implementation plan until the rule's fate was clearer.

Your current superstar employees hold the secrets to making future crucial hires, says planner Kelli Cruz.

For the first time in his 30-year career, columnist Bob Veres is starting to hope the sector may catch up in the areas of trust, transparency and a fiduciary mindset. A promising new app is helping him get there.

The DoL’s fiduciary rule means advisers can expect additional scrutiny over fees. So how can they prepare for these industry changes?

Tapping a 401(k) isn’t good idea, so it would need to be the lesser of two or more evils. And they “would have to be pretty evil evils," says an expert.