Portfolio

We've reshuffled the deck of our top program managers to show the top teams ranked by production per advisor.

Which independent broker-dealers have the most female advisors?

Ways for clients to aid living costs by earning from their 401(k); Plus, why investing is so complicated and how to make it easier for clients

BB&T's top executives are set to get up to $2.6 million in bonuses if the Susquehanna deal goes well. While viewed as a good way to make sure the deal works out well, some analysts note that M&A already contributes to executive compensation when it boosts earnings per share and return metrics.

The firm teams up with the Wharton School and College of Financial Planning to offer an educational program that improves on the client-relationship experience.

The regional broker picked up a recruit from J.P. Morgan.

Clients can seek tax deductions designed to help this type of situation, as well as assistance from the Medicaid Cash and Counseling program; Plus, 3 habits that are hampering clients' chances of retiring early.

Likening covered calls to real estate rentals can help clients better understand the strategy.

It's not where automated advice stands today, but what it will be five years from now that has industry observers paying attention. Here's what you need to know.

Taking on the clients from a retiring advisor can be a huge boost for business – but successfully doing so is a difficult and time-consuming process.