Nearly four decades after adopting passive investing techniques, Vanguard's founder finally sees the approach pay off; plus, Social Security filing tactics your clients need to consider.

A half-dozen recruits jump between the wirehouse rivals.

Hiring advisers with a variety of backgrounds can result in a well-rounded team. Everyone is unique, but nobody can do what a group can accomplish together, says one program manager.

Although Medicare is a big help for retirees, the program only has a limited coverage depending on the enrollment periods they have signed up for; plus, five ways to help your clients work their way into retirement.

Here's what top young producers should be looking for when switching firms, according to On Wall Street's annual recruiters panel.

Firms can't keep up with the demand for new recruits, which will keep the bigger payouts coming, On Wall Street's annual recruiter panel says.

Here’s how On Wall Street’s Top 10 Branch Managers land the best talent and help shape the industry’s future.

Sometimes young planners realize they don’t want to manage a book of clients forever. Here are ways they can go without leaving the profession entirely.

Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.

Sure, major firms offer exit advice to their advisers, but there’s only so much they can do. Here’s how planners can take the next step on their own.

There’s a ‘significant shift in interest and motivations,’ says Fidelity’s Bob Oros. Here’s what it means for firms.

Michael Armstrong, who has been serving as Global Head of Wealth Management at Jefferies, will take over as CEO of RBC's wealth management business.

The traditional grid that delivered handsome payouts for advisers will likely go away for all but the top performers.

“Racial bias does exist. Anybody who says it doesn’t is kidding themselves,” says Tony Barrett, a complex manager for Raymond James.

Why certain clients should allocate more, or less, to their emergency funds in preparation for retirement; plus, how Americans blew $1.7 trillion in retirement savings.

Find out which of the largest regional firms were represented by the best bosses in wealth management.

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.

Here are eight bank advisors that we've identified as having the right characteristics for ongoing success in the industry.

The clock is ticking for the onset of an incredibly far-reaching new fiduciary rule. Here’s who it helps — and hurts.

New reporting requirements allow the feds to focus on hard-to-value holdings in order to boost taxable required minimum distributions.