Michelle Zhou

Fidelity practice management program includes planning, funding and research aids.

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

The independent firm affiliated with Raymond James lured a wirehouse recruit with close to 20 years of experience.

TD Ameritrade boosts next generation participation with $135,000 in scholarships and grants.

With markets struggling to forecast the outcome and Donald Trump's erratic moves, planners are worried about how the new government will impact their business.

The wirehouse will be the first full-service wealth manager to offer the new ETF-mutual fund hybrid to clients.

Planners ask whether events like Brexit have rewritten the rules on current portfolio allocations.

The four new recruits moved to Raymond James’ independent broker-dealer.

Market volatility and industry changes have had a chilling effect on advisers' career plans.

The team's managing director is a wirehouse veteran with close to 30 years of industry experience.

The new recruit is joining Corient Capital, an independent firm founded a year ago by ex-Merrill Lynch advisers.

Less than one-third of the community say they're working with an advisor, according to a Prudential Financial survey.

The brokerage firm promoted one of its own to replace a retiring senior vice president, while picking up two branch managers from rival firms.

Personal Capital CEO Bill Harris argues financial institutions are more focused on product offerings than clients.

With competition to RIAs increasing, the financial services giant will promote the value of independent advice.

Demand for ETFs soars; costs dominate adviser concerns, plus other key trends in portfolio management.

Mutual funds are falling out of favor as planners embrace passive investing, according to a survey.

The recruit was overseeing 100 advisers responsible for $15 billion in client assets before joining the breakaway firm.

The wirehouse's latest recruit generated about $1.9 million in production.