Industry

A well-rounded approach wins the day with the annual advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

The buyer of the broker-dealer to some 1,200 hybrid advisors is not a private equity firm.

Which banks and credit unions are advisors moving to? Eight recently jumped to Union Bank, Wilmington Trust and other institutions from J.P. Morgan Chase, PNC Bank, Wells Fargo and City National Bank, among others.

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.

Brokers who shed small accounts and focus on larger clients could earn a higher payout.

The IBD has boosted payouts for advisors as it trims lower producers from its ranks.

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

Both advisors are attracted by Ameriprise’s technology and investment options.

Attracting them means knowing what’s really important (hint: it’s not retirement).