The proposals would enhance retirement security for those who depend most on the program; plus, three ways to lower long-term-care insurance premiums.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

Also, J.P. Morgan saw a team managing $300 million in client assets go independent.

Three industry veterans – one with more than four decades of experience – oversaw more than $205 million in client assets, according to Raymond James.

The wirehouse's latest hires will support client development and strengthen product delivery, according to Morgan Stanley.

Some wirehouse branch managers have made the transition to the independent channel, but doing so takes careful planning, experts say.

The new recruits are opening a new office for the independent firm.

The branch is staffed by 22 advisers, most of whom are recent recruits from Credit Suisse.

Retirement savers can ward off the risk of succeeding periods of bad returns during the early part of their golden years with the right asset allocation.

The UBS Americas president explains why he thinks the industry's pursuit of top talent has gone too far.

The Gryphon Group generated $1.3 million in production before leaving the wirehouse.

One used to be enough, but planners keen to move up the ladder need to develop their arsenal — and quickly. Just as importantly, however, these skills can provide a roadmap for where the firm should invest.

With retirement accounts being affected by the upcoming fiduciary rule, many advisers aren’t sure what their first step should be.

Firms that want to grow put each employee to work around that goal. In time, the culture will become one that prizes new initiatives.

Analysts and industry insiders are divided as to what impact the wirehouse's revamped plan may have on rival firms and breakaway advisers.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Hiring young planners is one thing but keeping them happy is another.

President Tom Naratil says the firm will recruit less, spend more on advisers already at the firm and give additional power to branch managers.

The decline could be attributed to poor market returns and the plans' auto enrollment feature.

Choosing where to allocate resources is never easy, but a grid, similar to this one used by Commonwealth’s Joni Youngwirth, can help.