Practice

The trade group's annual gathering showcased an industry less preoccupied with stabilizing itself and adapting to new regulations — and more interested in looking toward the future.

Flexibility, the ability to customize one’s practice and the entrepreneurial nature of being an advisor make the financial planning profession a great career for women, according to participants of a roundtable discussion held by Guardian Life Insurance.

The liquidation of boomers' assets will be the biggest opportunity for advisors over the course of the next 20 years, according to Tiburon's Chip Roame. Advisors just need to get past the bad attitudes.

Janney’s 32nd hire in their private client group this year, George Keith will be complex manager in Darien, Conn.

John Hancock has made its recently renamed "Retirement Choices At" series of target date funds available to retirement plan sponsors.

The Social Security Administration announced a 1.7% cost-of-living adjustment for 2013. That adjustment will also cause an increase in the maximum amount of earnings subject to Social Security tax.

Seven advisors have joined Baird’s wealth management group in Texas, Maryland and Nebraska in a late summer round of recruiting.

Everyone has deeply personal emotions, ties, commitments to political parties, religions, lifestyles, sports teams, etc. that we all judge, right or wrong. Ned Van Riper says advisors have to be cautious about what they say (and display) so as not to offend a potential client.

MFS Investment Management has expanded its Defined Contribution Investments Only specialist sales team from seven to nine, with the addition of new positions in the Mid-West and Southeast.

When Kevin Keller took helm of the CFP Board in 2007, the organization was facing a crisis of confidence among many planners throughout the industry. Five years later, he's led a resurgence. In a one-on-one interview, he discusses how far the organization has come, where it's going, and how it plans to further the professional stature of the financial-planning industry.