The elite brokerage unit picked up three veteran advisers, On Wall Street reports exclusively.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

Wealth management executives command large enterprises at many financial institutions and are getting paid handsomely for it.

A team joined the wirehouse from Wells Fargo Private Bank.

The boutique wealth management firm picked up three industry veterans from two smaller rivals.

HighTower and Dynasty added big platform clients as wirehouse brokers continued to flee.

Following these steps will help advisers prepare their firms for the future without them.

The wirehouse aims to grow its adviser ranks in a potential bid to surpass its larger rival Morgan Stanley, according to Andy Sieg, head of Merrill Lynch.

Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.

The firm's latest hire is an industry veteran of more than two decades.

The accounting method can deliver attractive savings, along with protecting nature or farmland.

Among workers age 60 and older, 50% intend to wait to retire, or have no plans to retire at all,

The "I am a CFP Pro" campaign will feature younger, more diverse voices from the planning community.

Here is how advisory firms should position themselves for acquisition.

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.

The firm's latest hire has nearly three decades of industry experience.

Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.

An alternative to acquiring an advisory firm, this strategy might also net books of business.

An alternative to acquiring an advisory firm, this strategy might also net books of business.

Advisers will be challenged to evolve to remain successful in the new age of cheaper investing, shifting demographics and (at some point) a fiduciary standard, says Tim Coleman of Centier Bank.