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Team lead C. Gene Jester brings 30 years of experience, a background in divinity and his son to Baird

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

The bank completed the acquisition of a local insurance agency without the executive hired to grow the bank's insurance business.

Jamie Dimon isn’t the only one with an opinion on the cryptocurrency.

The average fund posted a 12.6% annual gain compared to 7.6% for the S&P 500.

Here’s what to tell your clients about investing in marijuana.

The company has been benefited from aggressive recruiting, with its advisor headcount hitting a record 7,346.

Educators in CFP Board-registered degree programs are spearheading a classroom upheaval. Will they ultimately reshape the industry?

An abundance of software and practice tools has planners and firms overwhelmed. Here’s what it means for the industry.