The Latest

The regional BD also recruited a complex manager from J.P. Morgan.

Find out where our annual list of financial planning degree programs at colleges and universities fall on the map.

Financial Planning's expanded list of colleges and universities with degree programs to train the next generation of advisers.

Thomas Dicker will oversee the firm's 38 U.S. wealth offices and will be responsible for driving growth.

Winnie Sun, of Sun Group Wealth Partners, and Paul Rand, of The Rand Group, break down the obstacles and advantages of making the switch.

Adviser gender ratios are reversed in this sector, for better or worse.

Consultants are turning to technology as the SEC ramps up RIA exams.

Consultants are turning to technology as the SEC ramps up RIA exams.

The funds often benefit from a low-cost halo, but they don't all deserve to bask in that glow.

Johnson has overseen the $849 million Pimco EqS Long/Short Fund, which takes positions in stocks he selected, since its 2003 inception at his previous firm.