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First-quarter revenue from the programs climbed 4.2% to $142 million from $136.3 million a year earlier, according to Michael White Associates.

'Our main objective is organic growth,' says Larry Roth, chief executive of Cetera Financial Group.

As programs struggle, Kevin Keller says new Washington planning center will help academic financial planning programs.

HighTower recruited a Merrill Lynch advisor team managing $800 million in assets.

Is the American dream still alive; Social Security earnings test is not a tax; How to manage health care costs

Planners should consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements, the CFP Board says.

Advisors must make several key business decisions to go independent, says Shirl Penney, founder of Dynasty Financial Partners.

Advisors still are not tapping into the Gen Y market, a study from Principal Financial Group shows.

Variable annuities held by clients might not need to be annuitized to deliver cash flow.

Planners should consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements, the CFP Board says.