The new recruits are the latest to join the regional firm from Wells Fargo.

Over 50 advisers have now joined the independent firm, which is affiliated with Raymond James.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

Education around these rules can prevent an increase in their tax bills.

The regional firm has added at least 17 ex-wirehouse advisers in the first three months of the year.

Here’s a roundup of the best quotes and most intriguing ideas we heard at the annual convention.

Tim Sloan, who rose to CEO in October, received $12.83 million, up from the $11 million he got as COO for 2015, according to a regulatory filing.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

The regional broker-dealer has added at least a dozen ex-wirehouse advisers so far this year.

The firm’s equity partner channel added five breakaway wirehouse teams last year and 64 since 2008.

The new hires join the regional BD from Baird.

While women are far less likely to engage in misconduct, they're punished much more harshly for any infractions, per a new study.

In an industry swirling with opinions, it's not uncommon to come across a wrong one.

The new recruit is focused on serving the Brazilian market, according to the firm.

Investors can expect a tax bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships, operating businesses and real estate, in these accounts.

Morgan's latest hires oversaw about $575 million, On Wall Street learns exclusively.

The growing independent firm has recruited five ex-wirehouse planners since the start of the year.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

Consultant Peter Bielan urged bank wealth execs to incentivize long-term thinking on the part of advisers, not just hitting a monthly goal.