One important somber step for 40-something clients is to consider what happens to their assets when they die.

How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.

The wirehouses have been offering packages worth 200% to 250%, down from previous highs around 350%.

Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.

A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

The regional firm's newest hire generated $926,000 while at the wirehouse, according to RBC.

The recruits left Morgan Stanley and UBS to go with the independent channel at Wells Fargo.

The independent firm affiliated with Raymond James recruited six advisers for a new branch office.

Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.

The platform provider added a breakaway RIA to score a victory in its battle with rival HighTower.

Advisers might want to steer their practices away from doctors and toward millennials.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

Carolyn Armitage joined the RIA M&A consultant after LPL eliminated the enterprise consulting division.

It may be only a matter of time before advisers begin embracing lower offers.

It’s the third wirehouse team to move to HighTower's outsourcing service this year.

The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.

The ultrahigh-net-worth unit hired a regional director from its parent firm to lead a new office.

The planner-turned-RIA owner is an industry veteran of nearly four decades.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.