High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

Although some income is withheld, benefits can be higher down the road.

Stephens recruited an executive with more than 30 years experience, whose career includes stops at Wells Fargo, Credit Suisse, Lehman Brothers, PaineWebber and Merrill Lynch.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Domestic partners who shun marriage may want to rethink those convictions. Here’s why.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

The firm’s latest recruit has 16 years of industry experience.

The number of hurdles will stay the same under the 2017 plan, a source familiar with the matter says.

An adviser's strategy puts a distribution to work to potentially lower what clients owe the government for their IRAs and Social Security income. Plus, momentum investing is tempting again (just watch out for the capital gains expense), and a look at the efficiency and payoffs of preferred stocks.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

Employees who invest heavily in company stock are commingling their financial capital with their human capital, and making their financial plans unnecessarily risky along the way.

Here’s what advisers are suggesting, just in case.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

CEO Paul Reilly will take over for Tom James, who helped grow the firm into a major industry player.

The new recruits joined the regional firm from Wells Fargo Advisors.

Here’s what advisers are suggesting, just in case.

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.