Practice management

The regional firm lost three advisors, one of whom joined a group that's added some $1.2 billion in recruited assets and organic growth this year.

There are dangerous misconceptions that can lead to financial hardships in retirement.

Truliant Federal Credit Union claims that the BB&T-SunTrust post-merger brand represents trademark infringement and unfair competition.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

How to know when you’ve reached that just-right size.

"Truist" was roundly mocked when it was unveiled as the name of the merging BB&T and SunTrust, but it’s hardly the first bank moniker to elicit a "huh?" from critics.

Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.

There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches.

Advisors will find the lowest, near-zero fund. Do they read the fine print?

Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.

As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer.

Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.

Recent lawsuits highlight the unpredictable nature of litigation in a post-Broker Protocol world.

Judging by day one on social media, you’d think the new Truist brand was a flop. But marketing and branding experts say the name has a lot going for it. What matters most will be how the two banks advocate for the name.

The firm said this is the first of several new teams it plans to add this summer.

The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.

Each of these funds has its own way of adding high-octane assets into clients' portfolios.

"The more objective you can make things, the better it will be," an expert says.

The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.