Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.

Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.

Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.

One advisor is making his first career move after 22 years at the wirehouse.

Most firms just don’t have the time and resources to be detail oriented. It’s a great chance to get noticed.

The Supreme Court recently reversed an appeals court ruling on what constitutes “money remuneration.”

The advisors include the father, mother, daughter and son.

Charged with leading the firm’s recruiting and sales strategy, Scott Posner will report to the recent successor to Bill Morrissey, who left the firm last month.

The BNY Mellon Womenomics Fund, which picks companies that hire and promote women, has beaten the benchmark Topix every year since its inception.

Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.

Incumbents and startups are developing partnerships to help clients navigate difficult rollovers.

The asset manager and custodial giant found positive correlations in several metrics for companies that focus on inclusion.

With the expenses no longer deductible, will clients ask for new planning options?

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Recruiter Michael King discusses which firms have the most brand value, and where young recruits would be wise to look to start a career. He offers his insights as we continue the dialogue from our Recruiters Roundtable.

More than half of the broker-dealer’s new hires come from Wells Fargo.

Women currently account for just 19% of Morgan Stanley’s managing directors.

Men dominate the largest financial institutions and the situation is even worse at family offices.

Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.

A team of four women is moving to LPL in pursuit of what they say is a less difficult, lower-fee alternative.