Portfolio

Exclusive: CEO Adam Nash says his firm has no plans to diversify into a business-to-business model.

It's not about social media, it's about being visible when the prospective client has a goal or a need you can help with, says author David Meerman Scott.

As the CFP Board wrestles with shifting demographics, its latest research indicates that investors expect their advisors to put their interests first, but the majority believe they don't.

The association's board of directors chose a new president-elect, as well as three new board members. The changes come as the association generally supports the Labor Dept.'s proposed fiduciary rule, but with certain changes.

Paydays are on the rise for advisors and other key personnel in wealth management, according to a recent FA Insight study.

These program managers are ranked most consistently among the best of the best.

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.