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The FPA’s new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organization’s profile among lawmakers and build a culture at the organization to attract a new generation of planners.

A Raymond James advisor has left the firm to join U.S. Capital Advisors, a small regional wealth management firm experiencing rapid growth.

Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds.

Investors will remain reluctant to take on the personal risk inherent in establishing de novo community banks as long as new regulations remain unwieldy and returns stay low, according to Richard Magrann-Wells.

Writing options to increase cash flow might benefit clients who understand both the downside and upside risks.

Mutual-to-stock conversions are facing new hurdles, as evidenced by events at a pair of Massachusetts mutuals. Depositors at Beverly Bank recently rejected its proposed conversion, while Reading Co-op Bank changed its bylaws to make it more difficult to convert.

Collecting Social Security benefits on your ex-spouse's record; No need to worry about Social Security; How a mini-retirement can rejuvenate your career

HighTower has recruited newly formed 401(k) practice Fiduciary Plan Advisors to its network platform.

Trying to woo Hispanic clients? Talk to them about simple, low- or no-risk investment products.

Deutsche Bank has hired two executives to oversee technology and operations.