Practice

Where did the wealthiest people in the world -- those with at least $30 million in net assets -- go to school? Here's a ranking of the top universities by number of ultrawealthy alumni.

A new addition to Raymond James & Associates helps further the firm's growth plans.

Two Raymond James advisors joined Ameriprise; one went to the employee channel, the other moved to the firm's independent side.

Members of the Financial Planning Coalition fire back at lawmakers' call for the SEC to shuffle existing resources and tap a third party to increase examinations of advisors.

FINRA's CARDS proposal and the DoL's proposed fiduciary standard are cited as potential threats to the industry and investors.

Wells Fargo Advisors recruited a veteran advisor generating more than $1 million in annual revenue.

Bill Gross’s exit unleashed a crisis that Pimco is still trying to contain. His departure was followed by record withdrawals from the mutual fund he once ran, and which he built into the world’s biggest.

Buying immediate annuities early before retirement may not be a good strategy because the payouts will not account for future inflation; plus, deadlines for retirement plan contributions in 2014 and six things you need to know about Social Security benefits.

Celebrities are the types of clients many advisors only dream of working with. At one firm, these clients -- and the advisors who serve them -- are getting increased attention.

Here are the key pieces of paperwork that can help jumpstart estate planning for your younger clients -- or for your clients' adult children.