The firm's latest acquisition is MacDougall MacDougall & MacTier, known as 3Macs, and which was founded in 1849.

The recruits moved to the firm from Morgan Stanley, Wells Fargo, Stifel and Voya.

These adviser bosses have qualities that help them grab top talent for their firms, says recruiter Mark Elzweig.

The devotion Edward Jones adviser Laura Crowell has for her daughter, Olivia, and three other kids drives her thinking on tending to the needs of her clients.

The recruits made the move between wirehouses with two client associates.

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.