Being able to prove past production means the difference between a great deal and no deal when you're switching firms.

The recruit was overseeing 100 advisers responsible for $15 billion in client assets before joining the breakaway firm.

Prior to her financial services career, the recruit was a U.S. Army reservist working as a Russian linguist.

Converging movements – fiduciary, technological and demographic – mean new realities for how a planner will act like a professional.

Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.

The adviser, who has more than 30 years of industry experience, left to join Noyes.

The wirehouse's latest recruit generated about $1.9 million in production.

Acting as a fiduciary when a client decides whether to put a company’s retirement funds in an IRA involves considering these important variables.

The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.

Long-term investors have nothing to fear when it comes to short-term market volatility.

The recruit had $1.8 million in annual production before making the move, the regional BD said.

It takes more than a few star hires to build a sustainable practice. Here are some of the best ways to keep everyone engaged and improve clients’ experience as well.

These college savings portfolios have adequate exposure to large-cap equities and other core assets, but aren't as good on more specialized investments compared with target-date funds.

It’s important for advisers just starting a practice to understand that times may be hard, lonely and often without reward.

The firm's newest recruit is a veteran broker from Morgan Stanley.

The new recruits joined the wirehouse from Merrill Lynch and UBS.

Two veteran advisers joined the independent firm, which is affiliated with Raymond James.

To make sure that clients don’t outlive their savings, use this tactic.

Yet that wasn't Merrill's only recruiting success, as the wirehouse also picked up a team overseeing more than $500 million in client assets.

A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.