Maddy Perkins

You may know more than you think. Here's a great way to test yourself.

There are plenty of planning terms out there. Click through to study up on a few you may not know.

As the industry shifts in response to developments in the regulatory and technological space, what can advisers expect? Here are ten takeaways from a new Schwab study.

New regulatory demands force platform providers to either build additional capabilities or acquire successful companies, analysts say.

More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.

The final installment of our annual listing, organized alphabetically.

The next installment of our annual listing, organized alphabetically.

The first installment of Financial Planning's listing of degree programs for prospective planners.

Hiring is one of the toughest challenges firms face. Are college graduates from four-year programs the answer?

Find out where our annual list of financial planning degree programs at colleges and universities fall on the map.

Financial Planning's expanded list of colleges and universities with degree programs to train the next generation of advisers.

Women tend to outlive their spouses. At the same time, they are undersaving and underearning. How can advisers help?

Some advisers may think the regulations won’t affect them. Here’s why they’re wrong.

“There are so many business models offering financial advice, it’s almost impossible for a layperson to distinguish between advice and sales,” a panelist says.

Advisers also noted a dip in their clients’ retirement savings activity after the tax filing deadline passed.

Clients planning to live in assisted living communities during retirement should know which states are pricier than others.

Despite increases in the cost of living for the elderly, clients may find affordable options even within the most expensive states.

For clients considering long-term care options, a move may be appealing if they find care options in other states that can help them save down the road.