With the possibility FINRA will adopt new rules on compensation disclosure, advisors contemplating a move in the next three years may want to make it now.

It's time to stop talking about 'finding your passion.' There's another strategy advisors should consider.

Russell is looking for a new director of defined contribution.

According to Joe Hurley, founder of Savingforcollege.com, by far the most frequently asked questions he receives from advisors concern the impact of 529 plans on financial aid.

Cerulli's latest Retirement Edition is out, this time with insight into the development of institutional investment vehicles, particularly collective trust funds (CTFs).

Prudential has picked up a new line-up of target-date funds for defined contribution plan participants.

This increase indicates that “investors are successfully using 529 plans for their intended purpose of qualified higher education expenses,” according to the Financial Research Corp.

Most people don't set specific goals for their careers or their lives and each year turns out like the last. Don't fall into that rut-life is too short to be mediocre.

It's not about your skills, it turns out - other factors are more important in maintaining happiness and loyalty.

Arden Asset Management has expanded its offerings of customized hedge fund solutions.

Expect reinforcements to Sentinel Investments' defined contribution team.

The importance of FA training finds general consensus, but there is disagreement on details like the best delivery method or even what constitutes training

Credit Suisse's Eileen Duff Blalock discusses her 16 years in the securities business.

In On Wall Street's sixth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 conquered a tough market.

How to prepare for termination or avoid being fired.

Often the right phrase or story can help planners persuade their clients to act.

If you're not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.

Use this 9-step process to request (and receive) referrals from your existing clients.

Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.

John Hancock Funds has had a solid 2012, but it's not about to let the good times stop rolling