CFP candidates should consider a well-rounded college or graduate school education in professional sales.

The six-member team serves ultrahigh-net-worth investors and families.

The ex-wirehouse advisers are partnering with Stanley Hochhauser, an industry veteran of more than 50 years.

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

The group previously generated over $1 million in annual revenue.

The decision also affects David Carroll, who leads wealth and investment management, according to the firm.

The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.

If rule isn’t scaled back, the lower tier of advisers has a rough road ahead. Their “future isn’t what it was in the past.”

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

Wirehouse brokers and teams from Kestra and MSI Financial led the way in a flurry of hires.

The new recruit is an industry veteran, having spent more than two decades at Wachovia and Wells Fargo.

The three recruits all have past work experience at A.G. Edwards.

One important somber step for 40-something clients is to consider what happens to their assets when they die.

How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.

The wirehouses have been offering packages worth 200% to 250%, down from previous highs around 350%.

Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.

A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

The regional firm's newest hire generated $926,000 while at the wirehouse, according to RBC.

The recruits left Morgan Stanley and UBS to go with the independent channel at Wells Fargo.