Industry

Advisors spend their whole careers planning for their clients’ retirement, but often wait too long to plot their own exit.

The recruit had $1 million in annual production before leaving the wirehouse.

Cedar Capital CEO Paul Ingersoll says he is confident in his firm's decision to acquire F-Squared's remaining assets, despite its past problems with the SEC.

How military experience helped a former commanding officer of the Army’s Presidential Honor Guard transition to wealth management.

What can RIAs do to prevent relatively minor technology hiccups from seriously disrupting their operations?

The biggest challenge with new digital tools is getting people to adopt them and do things differently, says the vice president of technology at Cleary Gull, a Milwaukee-based wealth manager.

RIAs do have a fighting chance against the major players — but only if they are willing to shift their focus. Here’s how.

A financial planner left the wirehouse for the independent channel at Wells Fargo.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to continue the Next 50.