Increased longevity will challenge the performance and use of products, said Sri Reddy, head of full service investments at Prudential Retirement.

The benefits of going independent are alluring, but wirehouse advisers can't afford to discount the formidable challenges ahead.

RIAs are exploring new ways of compensating their advisors, just in time.

With more Americans living past the age of 70, experts say they should not be forced to make unnecessary taxable withdrawals.

The new hires joined the wirehouse from J.P. Morgan Securities, On Wall Street learns exclusively.

At least 27 brokers have joined the firm, including a father-son team from UBS with $261 million in AUM.

S&P 500 company pension plans' funding levels increased a mere 1% despite the $40 billion in contributions that these firms made to their plans.

Retirees can suspend and resume their Social Security retirement benefits any time after their full retirement age even if they started collecting the benefit before reaching their FRA.

Commission-based investors want to keep their accounts, regardless of the fiduciary rule.

There are risks to this approach, however.

A Roth IRA would come ahead of a traditional IRA if clients move to a higher tax bracket in retirement.

A federal judge ruled that the ex-Barclays advisor had been unfairly forced into FINRA arbitration, where a panel had ruled against him.

At least 16 advisers have shuttled between the wirehouse firms so far this year.

Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.

Some questions were as relatively complex as the time-value of money; others were a simple as life expectancy. Answers were poor on all of them.

Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.

The ex-Morgan Stanley advisers say their niche practice, which is geared toward women and divorcees, will be better supported by Raymond James' platform.

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.