The regional firm's new hires generated $2.2 million in annual revenues, according to RBC.

As brokers seek to redefine their value proposition, advisors need to rethink theirs.

The new recruit generated $1 million in annual revenue.

Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.

Exclusive: The regional firm picked up two groups of recruits from Wells Fargo and Merrill Lynch.

If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.

Further shifts in broker pay could be possible as the industry moves to comply with the fiduciary rule and the Department of Labor issues new guidance.

The advisers are the first to obtain startup capital from the firm.

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.