It's possible to use these distributions to preserve clients' savings well past their anticipated lifespan.

Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.

Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.

The group previously worked at Merrill Lynch, where they generated over $2 million in annual revenue.

The stock market has been on a tear, writes a financial analyst, which helps explain the rising optimism.

The regional broker-dealer has added at least 19 advisers from wirehouse firms so far in 2017.

HNW investors and their planners shun the tax-advantaged savings accounts, according to a study.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

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.