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.

Advisors who work for larger institutions tend to cover fewer branches, which allows them to focus on service and increase production.

'Adviser' vs. 'advisor': A conversation with one regulatory expert raises questions about the ways that RIAs brand themselves to clients.

What advisors should know about setting up an independent practice.

Recruiting activity will intensify as seven-year contracts begin to expire. Is now the time to cut a deal? Headhunters weigh in.

Many advisors miss the old culture at their firms. What exactly are they longing for?

The deal to buy the accounting firm was directly influenced by the increasing commoditization of investment management.

Dan Overbey, president of BISA, and president and CEO of Atlantic Capital Advisors, outlines his top three issues regarding long-term training for bank advisors.

Forming a practice with your child or another family member may seem like a great idea, but experts warn they take just as much work as any other partnership.

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

BIC's Top 50 came out last month, as well as the Next 50. Combined, they highlight the top 100 advisors in the bank channel—meet number 101.

You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication.