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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.

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

Focus on the those who exhibit self-discipline and lead balanced lives.

The wirehouse executive speaks about the firm's approach to automation and why a larger advisor force is necessary to meet increasingly complex client needs.

8 tips for advisors on getting their message out.

Brian Hull, head of the firm's Client Advisory Group, tells On Wall Street that he's trying to make it easier for advisors to do business at the wirehouse.

Advisors typically aim to capture client’s children, but often it’s the parents of clients who need the most help.

The automated investment trend is not a fad, says U.S. Trust President Keith Banks. But being firm in values and delivering value is still paramount, he says.

Why one advisor specializes in helping clients who come into sudden wealth.

The recruits generated $1.7 million in annual production while at the wirehouse.

On Wall Street's annual Top 40 Under 40 rankings recognize the hard work of an elite group of young professionals employed by the wirehouses and largest regional broker-dealers. The editors of On Wall Street are now accepting nominations for the overall Top 40 Under 40 ranking, and Top 40 Under 40 Advisors at Regional Broker-Dealers. The results will be published in January.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.