Demographics

A “broad blended skill set" is part of what Voya Investment Management CEO Christine Hurtsellers says helped her become a better leader.

“If you’re not given an avenue to prove yourself, then effort and skill set will only go so far,” Shannon Saccocia says.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

The tech giant's data division rolls out new apps for clients — and links to Alexa.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

About 40% of clients will be Gen X-ers and millennials in five years — and the industry is facing a succession problem. Kate Healy, managing director of GenNext at TD Ameritrade Institutional, discusses how RIAs can prepare for the future.

The no-nonsense CEO fields rapid-fire questions on everything from Amazon's interest in financial services to how the SEC is handling the fiduciary rule

Aside from filling an obvious gender gap, new evidence is emerging about the reasons why firms should promote diversity.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.

Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.

The fresh funding demonstrates the support behind the concept of simple apps that help consumers save and invest.

Fielding rapid-fire questions, Savant Capital Management CEO Brent Brodeski reveals the biggest mistakes of RIA buyers and sellers, shares the strategy behind his firm's targeted acquisitions and divulges his favorite app.

Financial planning professionals tell us sexual harassment is pervasive. Can that change?

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

Two-thirds of firms don't know how to attract young people, a new survey reports.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

The Roth IRA has very low contribution limits, while those in high-income groups may not qualify to contribute to the account.

BMO Wealth Management aims to modernize its investment service and give planners better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.