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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.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

The majority of small businesses fail. In recent years, more fail than launch every year. But some entrepreneurs soar to new heights, and helping guide them can be a lucrative niche for advisors.

Advisors should highlight their skills on a personal level to separate themselves from digital counterparts.

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

The new budget agreement eliminates the spousal benefits aspect of the file-and-suspend claiming strategy; Plus, clients are advised to contribute to a tax-advantaged health savings account before reaching the age of 65.