"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.

As university planning programs churn out the next generation, RIAs may want to drop by campus.

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

The investment product raises eyebrows, but the firm’s founders have pledged to act as fiduciaries.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

The new hires joined from UBS and Morgan Stanley, according to the firm.

Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisors with teams of specialists to ease the process.

The $420 million team marks the latest wirehouse exit over a lack of flexibility around the rule.

Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.

The advisers generated over $2 million in annual revenue, On Wall Street learns exclusively.

The role of the firm's latest hire has yet to be determined.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

Raymond James, RBC and Ameriprise were among the industry players to lure away talent from Merrill Lynch.

The group generated over $7 million in annual revenue, On Wall Street learns exclusively.

The two advisers had been with the wirehouse for more than a decade.

The offering provides a new way of investing in cryptocurrency.

The duo launched a new independent practice with the firm's Investment Advisors Division.

From health care expenses to taxes, how planners can help clients strategize.

The two veteran advisers were legacy Morgan Keegan, a brokerage Raymond James acquired in 2013, On Wall Street learns exclusively.