A D.A. Davidson advisor is inspired by his father to join the wealth management business.

Customers don’t see much of a difference in the financial firms they deal with—even those that are considered the best.

Many financial professionals are accepting the idea that they likely won't beat the market and that investors therefore would be better off in low-cost index funds.

These leaders are finding it more difficult to keep a balance between advisors and their firms.

The wealth management industry has long been characterized by a lack of diversity. After the success of Raymond James' Women Advisors Network, though, a group of advisors and branch managers at the firm has launched a Black Financial Advisors Network.

Adding rollovers and IRAs to the definition of fiduciary duties, the Department of Labor's new proposed rule could have a huge impact on firms in a fast-growing and profitable segment of the retirement savings industry.

How these leaders forge stronger relationships with advisors.

Wells Fargo's Mary Mack says advisors should embrace technology as the online retailer and companies like Apple and Uber have changed client expectations.

Retirement product providers say that they continue to struggle with reluctant employers and misinformed employees about the benefits of their offerings.

In the search for profitability, some banks are opting out of the commission model of compensation. But will fixed salaries for advisors help grow their wealth management business?

What makes a big producer as opposed to a small one? Why do some advisors grow quickly while others barely get by? Learn what's really behind success in this industry.

The demands of Baby Boomers nearing retirement have pushed product providers to market their offerings as not just investments, but also financial wellness tools to manage retirees' lives.

The bank channel has improved its image as a career choice for advisors by offering a wider array of investments and easy referrals.

Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers.

Increased longevity and the fact that those belonging to the Greatest Generation married at a young age are two reasons for the increase in dual-generation retirements; Plus, the reason why parents shouldn't be too generous with their children's college education funds.

This is the beginning of a relationship, so the process should more closely resemble a courtship begun on eHarmony than a purchase made via Craigslist.

The new service will go beyond just job openings--it also will show how many advisors work in a certain area so applicants can hone their searches.

Don't emphasize the money they'll make or the firm's reputation. Focus instead on work-life balance.

Advisors who can bring in and work with clients, wealth strategists with tax and accounting expertise and successor CEOs are in greatest demand.

Your affluent clients may think they can just write a check to cover college costs. They're probably wrong. Here are a few issues that parents (and grandparents) should consider.