Sarah Martinson

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

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

If retirement is abstract to clients, ask specific questions to make it more real to them, such as: “Where will you be living? What does your house look like? What are you doing?"

Regional brokerages and firms that assist breakaway advisors have been picking off top talent at the wirehouses.

In the last month, RBC has hired six teams from wirehouses and other regional firms.

The firm and fellow regionals continue to take advantage of hiring cutbacks at wirehouses.

It would be the first fund of its kind from the asset management giant. Plus; other launches.

The regional broker-dealer adds another team to its roster while wirehouses continue to scale back on recruiting.

The loss comes even as the firm has been acquiring new breakaway teams and RIAs.

With these latest additions, the regional firm furthers its Southeast expansion.

The new hire previously managed three UBS locations that generated $110 million annual revenue, according to the regional broker-dealer.

The advisor says he joined the regional broker-dealer to focus on his core business of financial planning.

Large-cap equities were the only group of offerings that outperformed their respective benchmark.

We've reshuffled our Top 100 bank advisors to list them by annual production. Here are the top 20.

Raymond James grabbed five multi-million teams in a month. Other firms to see big transitions include Wells Fargo and Ameriprise.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

The group previously generated almost $2 million in annual revenue, according to their new employer.

With fewer associate training programs, young bank advisers need to take the initiative to find a mentor and cultivate referrals.

The smart-beta offerings each have an international focus.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.