Recruits from Morgan Stanley and RBC joined the independent firm affiliated with Raymond James.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

The new recruit joins the regional BD from Hilliard Lyons.

Growing RIA now has over $3 billion in assets as footprint expands.

The fee is “like a cash-printing machine for plan administrators," said one expert, and there’s very little clients can do about it.

James Gorman earned $22.5 million after the firm made progress toward financial targets and its stock rose by a third.

A retirement coach can help clients create a plan on how they can spend their free time more meaningfully.

One of the bank's new recruits comes from the wirehouse's elite Private Banking & Investment Group, which serves ultrawealthy clients.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

An index of SourceMedia's comprehensive coverage of the Affordable Care Act for professionals in employee benefits and health care.

IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

79% of people supported raising the full retirement age to 68 from 67, according to a survey from the University of Maryland, which could reduce benefits even for those who wait until 70 to retire.

One of the new recruits says his group was attracted to the firm's platform and culture.

The spat between the firms started when the regional BD recruited a group of advisers who collectively oversaw about $1.1 billion in client assets.

Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.

Even when they have a retirement plan, it is likely to be astronomically more expensive than those offered by large companies.

The one-size-fits-all approach may not suit everyone as circumstances vary. Investors may consider a managed account, plus a robo, which is an inexpensive alternative.