The recruit generated $1.7 million in annual production before making the move.

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

Retirement may begin with a choice between starting benefits or taking distributions.

These smart strategies can reduce the amount of income subject to the tax, says Samuel A. Donaldson, professor of law at Georgia State University College of Law.

Strategies for advisers looking to get the most out of their pay packages, according to two leading industry experts.

The recruits generated $1.8 million in annual production before making the move.

In an unusual move, the two veteran advisers left the independent channel to rejoin an employee broker-dealer.

Megent is planning to expand its union-sponsored retirement plan services.

The new recruits are industry veterans who oversaw more than $330 million in client assets.

He will join a team of ex-Merrill advisers that will oversee more than $370 million in client assets at Snowden.

A property would have to "perform sensationally" to make up for the hit to the investor's retirement savings; plus, how to overcome income shocks.

Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.

Taking advantage of this perk can help clients get much closer to securing their retirement; plus, what couples need to know about Social Security benefits.

The firm's newest recruits generated $3.5 million in annual revenue.

The firm's newest hire was an ex-Morgan Stanley complex manager.

The recruit says the firm's fiduciary business model was a draw.

The finalization of the Department of Labor’s recent fiduciary ruling has left more than one out of three retirement plan service providers uncertain of their professional status, according to a new industry survey.

Which funds that already reached their target year have had the best five-year returns?

The recruit made more than $1 million in production before making the move, according to the regional broker-dealer.