The firm's latest hires joined from regional brokerage D.A. Davidson.

Wealthy retirees live longer and collect more Social Security compared to those in lower income groups, making the program less progressive, a study found.

The broker who specializes in international clients joined Bolton Global Capital.

Led by a 33-year industry veteran, the group joins the regional firm from UBS.

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.

The regional firm's latest hires come just a week after it hired a Morgan Stanley branch manager.

The recruit will be a producing branch manager and oversee 10 advisers, according to his new employer.

The recruit made the move a week after the independent firm recruited three other wirehouse teams managing more than $600 million.

"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.