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Miriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.

The recruit generated $1.7 million in annual production before making the move.

The firm has named two executives to newly created positions to help build on the momentum it says it has developed in serving clients in the western U.S.

The following questions can help advisers effectively integrate a client's company assets into a financial plan, says a leading investment banking expert.

Chris Bouck is co-founder of investment bank SDR Ventures.

Up for vote at BlackRock’s May 25 annual meeting is a proposal asking the fund manager to reconsider how it evaluates and votes on executive pay plans.

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

Ward is director of employee engagement for benefits delivery innovator Hodges-Mace. He joined the firm in 2012 with 15 years of experience in employee benefits and enrollment services. Previously, Ward worked for a leading insurance carrier for 14 years where he was responsible for marketing voluntary benefits to brokers.

Koch says the key for women seeking success in the industry is to invest in a combination of both knowledge and networking.