Financial planning

The firm will "re-focus" its business on Cetera, which will enter into a "strategic relationship" with Apollo Global Management to offer that firm's sponsored alternative investment products.

Deductions high-net-worth clients won't want to miss. Plus, how to save on Social Security costs and doing the math on real estate taxes.

After "deep consideration" and despite legal obstacles, Kimberly and Jeff Camarda say they still want to right "grave wrongs."

Commentary: Firms can more effectively compete with digital upstarts and grow AUM by adopting new strategies that scale the business at a much lower cost.

Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals.

Robo fears are based on newer technology where the motivation is to replace people, says the CEO of Addepar. Its portfolio analysis platforms currently serve $300 billion in AUM, the firm says.

A year after they teamed up with the goal of building a $1 billion firm, the two best-selling authors split; "That is how life goes sometimes," Edelman says.

Creating a high-end brand from scratch is a daunting prospect, says Jeff Spears, chief executive of Sanctuary Wealth Services.

Guidance for advisers helping clients boost income during retirement.

How one son's distribution mistakes when inheriting his late father's IRA can be avoided; Plus, the IRS and U.S. Treasury say no more lump-sum offers and how one couple plans to retire at 33.

"We are reasonably confident that going into 2016 regulatory expenses will be down substantially," says LPL's acting chief financial officer Tom Lux.

After termites gorged on her home, advisor Carolyn McClanahan found that the challenge of rebuilding taxed her practice and her finances.

Wells Fargo adds three recruits, including one from Morgan Stanley, to grow its independent channel.

Congress has effectively overruled the Supreme Court by extending the time period for auditing certain types of tax returns.

Former wirehouse advisor Paul Tanner has struck out on his own with help from TruClarity, a new platform that helps breakaway advisors go independent.

The Republican presidential contender says the retirement age should slowly be raised by two years to address Social Security's financial woes; Plus, 7 demands retirees should place on their money.

A former Wells Fargo FiNet affiliate has signed on with Raymond James' independent broker-dealer.

XYPN co-founder Alan Moore moves his RIA to Abacus Wealth Partners as part of the deal.

Barclays advisors overseeing $3 billion recently went independent with Dynasty. But that wasn't the only big move; Merrill recruited multiple teams managing more than $2.5 billion. See these and other moves in our latest roundup.

The trust fund assets will be viable now until 2034, a slight improvement, but Congress still needs to address the program's larger financial woes; Plus, some Medicare recipients could face steep premium increases next year.