Rachel F. Elson

More planners say they are doing better than ever, according to Pershing's second annual study of advisory success. Here's what they are doing right.

Longevity increases and cultural shifts have changed the way Americans plan for retirement -- and advisors need to make sure they're keeping pace.

To help rebuild the financial advisory industry's reputation and recruiting woes, Pershing's Mark Tibergien urges advisors to adopt a high school financial literacy program.

While new rules and higher stock market returns have increased clients' tax liabilities, only 29% of advisors say they've initiated a conversation about the matter in the last quarter.

For female advisors, a new CFP Board report finds several challenges that largely fall into two areas: bias, both perceived and actual, and awareness of the profession.

Execution for prospecting events is critical, advisors heard during a session that included both tactical tips and specific ideas at the TD Ameritrade Institutional national conference.

At the group's national conference in Orlando, president Tom Nally announces several new initiatives aimed at helping advisors expand their businesses.

As the cost of recruiting new advisors has soared, says CEO Erica McGinnis, such small-scale growth has become more difficult -- and more expensive.

A pair of longtime Suntrust financial advisors have hooked up with LPL Financial to form their own practice.

A new HighTower project tries to determine whether the aggregated opinions of advisors and staff can offer meaningful insight into portfolio allocations.

November's hot stories were a wide ranging lot. Check out this month’s big winners.

In the wake of this summer's Supreme Court ruling on the Defense of Marriage Act and Prop 8 -- as well as ensuing federal clarifications related to tax rules, employee spousal benefits and more -- same-sex couples now say they need help with financial planning.

The independent broker-dealer network, which would be the nation's fourth-largest IBD if all its component businesses were consolidated, has named a 42-year-old internal candidate.