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The litigator and Washington lobbyist, who will oversee strategic direction and diversity initiatives, does not hold a CFP.

See which advisors topped this year's list of the biggest producers under age 40.

Despite increased transparency, many participants fail to take the time to understand what they are paying in fees; Plus, how much clients should have saved at every age.

Though it can be hard to give a up a home, there are significant tax advantages for the ultra-wealthy to move before — or even after — the challenges of old age set in.

Rick Rummage tells advisors to use their planning skills for their careers as well as their clients' financial futures.

Not every referral will turn into a worthwhile client, so savvy screening makes sense.

Larry Werbel, head of Evolution Partners Wealth Management, intends to plead not guilty on charges that he was paid off by an ex-convict to lure clients into worthless investments, his lawyer says.

Retirement trade group pitching Labor Department on changes to protect commission-based advice and proprietary products.

The Scranton, Pa.-based bank will look to LPL to help grow its wealth management business, which the bank has identified as a core strategy for 2016 and beyond.

Another team departed Credit Suisse, this time for William Blair.