Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.

Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.

These certificants are multiplying — and so is their revenue.

The new recruit has been in the industry for nearly 3 decades.

The wirehouse's newest recruits operate from two offices on both coasts.

Even as more planners see opportunities in the rule, a large cohort are reconsidering their careers.

For many firms, it’s the single most important financial transaction they’ll ever encounter. Here’s how to get a big-picture view and also stay in control during the entire process.

Three advisers opened a new office for the independent firm, which is affiliated with Raymond James.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

The new recruits joined the regional firm's employee channel.

The bank and the RIA are feuding over alleged violations of a non-compete agreement and accusations of unfair competition.

More small businesses are motivated to provide 401(k) plans by technological advances as well as an expense war among mutual fund companies.

Now harsh penalties and taxes on late 60-day rollovers from company plans and IRAs can be avoided, but beware: There are some rollover mistakes that still cannot be fixed.

The recruits left rival firms such as UBS and J.P. Morgan to join existing practices at the independent broker-dealer.

Explaining is as simple as using this phrase: Fiduciary rule.

Explaining is as straightforward as using this phrase: Fiduciary rule.

Instead of buying one expensive car after another, clients should invest the money and let it grow. They may even be able to retire early.

The new recruits come from from Merrill Lynch, Cetera and SagePoint Financial.

One of the recruits is an industry veteran with more than 30 years of experience.

One of the new recruits was previously affiliated with Raymond James as an independent adviser for about a decade.