Patricia Bennett says she visited the regional's firm home office three times before deciding to make the move.

Despite the projected increase in health care expenses, clients can expect their total living costs to decline after they retire, as they will owe lower or no income taxes and have fewer items on their budget.

Five new advisers managing $464 million joined the regional firm, which now boasts 61 locations.

These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.

The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.

Keith Rowling ranked No. 2 on the 2016 list of the industry's top young producers.

The independent firm has recruited a number of wirehouse brokers and grown to $3 billion in client assets, according to the company.

CFP candidates should consider a well-rounded college or graduate school education in professional sales.

The six-member team serves ultrahigh-net-worth investors and families.

The ex-wirehouse advisers are partnering with Stanley Hochhauser, an industry veteran of more than 50 years.

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

The group previously generated over $1 million in annual revenue.

The decision also affects David Carroll, who leads wealth and investment management, according to the firm.

The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.

If rule isn’t scaled back, the lower tier of advisers has a rough road ahead. Their “future isn’t what it was in the past.”

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.

The new recruit is an industry veteran, having spent more than two decades at Wachovia and Wells Fargo.

The three recruits all have past work experience at A.G. Edwards.