By all means put a plan in place, but flexibility is key in case circumstances change.

Going independent is alluring, but it also has its quirks. For instance, there is usually no support staff. Finding new clients while properly serving existing ones is “a juggling act,” CFP Tom Fredrickson says.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

The agency also proposed a rule to permit cities to create their own savings plans.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Three advisers joined the firm's Advisor Select channel, where they are employees but can make additional business-decisions for their practice.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

The firm's newest recruits come from boutique brokerage J.P. Morgan.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

How Todd Sacks joined an elite ranking of wealth management supervisors.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

The firm's newest recruits generated $3.6 million in annual revenue.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

How to maximize government retirement income for couples, irrespective of their marital status.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Planners who are agile enough can easily decide on what's best for them: switching to wirehouses, other large brokerages or going independent. Also, moving quickly may help them land the best deals, says a recruiting consultant.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Roughly a third of American workers don’t have a retirement vehicle, says Labor Secretary Thomas Perez.

Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.