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The baby boom generation and increased longevity is expected to drive philanthropic giving to $8 trillion over the next 20 years; Plus, how executives can minimize the retirement tax hit.

The heads of the biggest wealth management firms vary in their approaches to challenges, including recruitment and the use of robo advisors.

The fiduciary rule would significantly change how advisors are compensated and is part of a global trend to increase investor protection, researchers say.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

This year the Innovation in Customer Experience award went to ALPS Fund Services for technology-based improvements to sales intermediaries and other clients.

NYSE has hired Vanguard veteran Doug Yones to oversee exchange-traded products.

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.

On campuses nationwide, a pragmatic alliance between financial planning professors and working advisors is bringing about big changes in curriculum.

Two of the new advisors at the wirehouse came from rivals Merrill Lynch and Morgan Stanley.

Creating the right playbook and calling the plays are key to your client's success.