Economy

The new hires generated almost $2 million in annual revenue, according to the regional firm.

The boutique firm is looking to expand to new markets, says Ryan DeVore, the firm's head of Private Client Advisors.

One step for clients is to avoid investing the money that they will need within a five-year period.

Retirees can use real estate investments as additional income, says adviser Mike Martin.

The group joined an existing independent practice affiliated with LPL.

The regional brokerage firm recruited its second wirehouse group this week.

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

Many new products are great for the industry and not so great for our clients.

The team includes identical twin brothers and an industry veteran of nearly 30 years.

The group joined the regional broker-dealer from Morgan Stanley.

They play a critical role in recruiting and supporting advisers. See who made the cut for this year's honoree list.

Demographics and competitive forces are destined to weaken the determination to avoid expensive recruiting packages.

None of the FP50 are close to equalizing their ranks of men and women.

The regional firm continues to snatch multi-million dollar teams from the wirehouses.

Implementation of fiduciary rule could drive more IBDs to seek safe harbor with large partners.

The group says it wanted to offer clients greater transparency.

The new hires help the firm further expand its presence in the Southeast, an executive says.

The wirehouse pullback on recruiting is seen as an opportunity for regional firms, a recruiter says.

Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.