Portfolio

An advisor terminated from Merrill Lynch for "inappropriate workplace behavior," and who once managed $5 billion in client assets, has found a new job with Wells Fargo Advisors. But the firm wasn’t the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.

Going back to school is recommended to pre-retirees who intend to work through retirement; Plus, choosing the right Medicare plan for your clients.

BIC took a fresh look at its top program managers (the Top 20 and the Next 30) ranking them based solely on team assets under management. Here are the top 20.

We've reshuffled the deck of our top program managers to show the biggest teams ranked by number of advisors.

BIC took a fresh look at all 50 of its top program managers and re-ranked them based solely on team production--here are the top 20.

We've reshuffled the deck of our top program managers to show the teams with the biggest AUM increases.

Kicking off our annual Top Program Managers ranking is More of the Best, highlighting the program managers ranked 21 through 50.

We've reshuffled the deck of our top program managers to show the teams with the biggest production increases.

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.

The Federal Reserve held interest rates near zero last week, though 13 of 17 policy makers still expect a rise this year. That forecast faces a major threat: The concerns that persuaded officials to delay action are just as likely to escalate over the next three months as to die down.