A typically "balanced" portfolio (with 60% in stocks and 40% in bonds) yielded a return of 4% or more just 66% of the time.

The regional firm picks up a recruit whose career in financial services began 25 years ago.

As many as 30% of accounts are either abandoned or lost because many providers can no longer locate the account holders.

The advisers joined the firm's independent and employee channels from rivals such as Morgan Stanley, Wells Fargo and Cetera.

By making a few tweaks to their management style, firm owners can better retain talent — and grow their practices.

Advisers and clients may think it doesn't matter which account makes the distribution, as long as the total calculated amount is taken from some account. They are wrong.

Investing in more bonds for a short period is a good strategy for retirement savers to curb the sequence of return risk.

The team's three advisers all worked at the wirehouse for more than two decades.

The size of the firm may dictate what will work for advisers and employees.

The recruits switched over to the independent channel of the regional firm.

For a couple details: Part D monthly premiums are often in the $35 to $50 range and higher-income retirees pay more for drug coverage.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

How advisers focus too much on investments.

How advisers focus too much on investments.

The new recruit previously worked at U.S. Capital Advisors, an independent wealth management firm.

The team leader is an industry veteran who spent 23 years at Wells Fargo and its predecessor A.G. Edwards.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.