The right strategy can help minimize their future estate taxes.

The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.

LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.

Regulatory decisions, whistle-blower cases and acquisitions will define wealth management in 2018, and the people here will be the decision-makers who remake the industry.

Exclusive: The No. 4 IBD unveiled a new bank-based team even as its competitor began revealing its retained firms under the acquisition.

“Ozark,” “Ballers,” “The Wolf of Wall Street” and “Trading Places” are fun to watch, but they bear nearly no resemblance to the day-to-day work of financial advisors.

The seven new hires joined both the independent and employee channels.

The IBD network says it has added 583 advisors so far this year.

Regular meetings can yield honest client feedback and advice on nearly everything about your firm. But it’s not as easy as just asking a few people to join you for coffee.

Roughly 300 ex-NPH advisors have chosen smaller IBDs over LPL Financial after its massive acquisition.

When choosing their next employer, advisors resist a digital downgrade.

Nearly two dozen mega teams switched employers, but few went to a wirehouse.

The UBS advisor switched firms before his old employer officially exited the Broker Protocol.

Team of 9 advisors is latest to depart amid transition to LPL.

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

The beleaguered wirehouse has suffered from advisor attrition this year.

The firm also opened a new branch office in Flint, Michigan.

An industry veteran is among the crowd of talent departing firms that have exited the Broker Protocol.

Some of the new recruits joined from Morgan Stanley just prior to the firm's Broker Protocol exit.

He is the latest in a string of high-profile men to lose their jobs after accusations of mistreating women.