There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.

The No. 4 independent broker-dealer has unveiled two major recruiting grabs from its rivals in two weeks.

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

Wells Fargo was among biggest losers as advisors jumped to other firms.

If Cetera ties itself to a culturally unmatched firm, the roadblocks it creates for itself may be too much to overcome, an industry recruiter says.

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.

Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

A “broad blended skill set" is part of what Voya Investment Management CEO Christine Hurtsellers says helped her become a better leader.

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

Independent Financial Partners’ CEO predicts the firm will retain about 80% of its business, despite a daunting series of challenges.

“If you’re not given an avenue to prove yourself, then effort and skill set will only go so far,” Shannon Saccocia says.

Advisors have very little power to fix the health care system, but they can help others manage skyrocketing medical costs.

More advisors can’t ignore the call to go independent.

One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.

It's the latest hire for the regional firm, which is on a recruiting hot streak.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.