Maddy Perkins

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

About 40% of clients will be Gen X-ers and millennials in five years — and the industry is facing a succession problem. Kate Healy, managing director of GenNext at TD Ameritrade Institutional, discusses how RIAs can prepare for the future.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Firms can bring in great talent while assisting prospective CFPs with the experience requirement needed for the designation, according to a panel of experts at the board's Registered Program Conference.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

Comparing gridiron performance and market returns is more fun than leftover nachos.

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.

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

It’s a great way to reach out, and who knows, your card might be on the mantle place should a prospect visit a client’s home.

'Tis the season to remind your clients you're thinking of them. Steal one of these great gift ideas from planners.

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.

Where your client resides may determine how much they'll need to pay.

A TD Ameritrade study asked program directors to give snapshots of what students are experiencing — and what they need from the industry.

This year's additions to our expanded annual list of CFP Board-registered degree programs.

Educators in CFP Board-registered degree programs are spearheading a classroom upheaval. Will they ultimately reshape the industry?

For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.

The cost of home care is up over 6% this year nationwide. Are your clients living in an even more expensive state?