This year has seen more moves, bigger moves and more expensive moves.

Clients should work together with their spouses and plan as a couple to develop a Social Security claiming strategy that will maximize their retirement benefits.

Only about 5% still charge them, according to a Financial Planning study.

The right strategy can save clients thousands of dollars, although the options are complicated.

Firms still rely heavily on commission income despite drops last year.

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

Stan Leavitt said he was drawn to the regional firm for its culture and financial planning capabilities.

The four advisers joined the more than 500 lost by the wirehouse in the last nine months.

Employers' 401(k) matching contributions this year are likely to reach 4.7% of worker's pay, up from 3% in 2009.

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.