Inspired by his football coach to consider planning, Raymond James complex manager Tony Barrett has focused on team success and the inclusion of African American advisors.

Equip planners in your practice with a clearly defined purpose and mastery of their craft for greater success.

The funded status of the nation’s largest corporate defined benefit plans ended just as it did in 2014, due in large part to a rise in interest rates that were offset by a weak global stock market.

Here's what industry insiders and elite members of the Top 40 Under 40 say it takes to make it to the top.

Be a fly on the wall as community bank CEOs look into the future and discuss 2016.

Raymond James' Judson Potter says he learned a lot about perseverance by watching his mother go through medical school.

The past year saw some of the biggest moves in recent memory, which may indicate the further dominance of larger teams in the industry, says recruiter Elizabeth McCourt.

The call for nominations is now open for On Wall Street's 9th annual Branch Manager Awards.

With people preoccupied with planning a get-together or last-minute shopping, 401(k) communications during the busy holiday season might get lost in the shuffle.

Plan sponsors need to be aware of what will happen to 401(k) plan loans now that rates have gone up.

This list will appeal to advisers looking for new ideas, practices and perspectives to consider for the new year.

Advisors must ensure that their firms meet the needs of the younger generation of workers.

Ambition and training helped one veteran advisor learn to adopt financial planning tools, account aggregation software, video conferencing apps and tablets in his effort to create "a new client experience."

It bears paying attention in the coming year as to what inroads digital-first firms can make into the DC space.

The high-ranking recruit will work on the firm's expansion plans and serve as a liaison between branch managers and top brass.

How military experience helped a former commanding officer of the Army’s Presidential Honor Guard transition to wealth management.

Looking for quality planning schools near your practice? Launch your search with our comprehensive list of programs organized by region.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

Treasury Secretary Jacob Lew announced that the administration's "myRA" retirement plan will be available nationwide, with an expanded menu of funding options.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.