Maddy Perkins

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

You may understand all the ins-and-outs of your client’s portfolio, but helping them understand requires a more simplified approach.

Developing into a leader may entail walking away from the pile of work on your desk sometimes. Diligently doing your job isn't enough to foster the right traits, Bob Veres told attendees at a NAPFA conference.

Advisors shouldn’t force themselves to work with the next generation of clients and talent -- but they must be committed if they do, says XY Planning Network co-founder Alan Moore.

Planner Brittney Castro takes an unorthodox route to prospecting young clients and if you don't like it, she's like, you know, cool with that.

"We can shuffle women from one firm to the next all day long, but we're still going to be at that 15%," says Michelle Lynch, director of Raymond James' Network for Women Advisors.

Paul Reilly says there is little question the law will pass, but he hopes the restrictions are more workable and the rules more clear on what financial products are restricted.

Clients, however, have been unnerved by the market's recent ups and downs.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

Originally a small group of female financial professionals, the firm's annual event for women advisors expects more than 260 participants.

Stifel CEO Ronald Kruszewski remains upbeat about his latest acquisition of Barclays' wealth management unit despite rising advisor attrition, telling analysts that "it will still be a wonderful deal from a shareholder perspective."

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

A one-time investment specialist interacts with enough advisors to make the switch to branch management.

One goal is to fully automate LPL's roughly 20 million pages it uses each year and eliminate the experience of working in an office over-filled with files.

The firm reported solid growth and record advisor productivity in its wealth management business.