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.

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.