Financial planning

An independent advisor managing $165 million has joined Ameriprise's employee channel.

Including the next generation in a family's charitable activities helps advisors build a relationship.

The Denver-based association announced Friday that it has grown in 2014 to more than 10,000 members and certificates worldwide.

Workers can better diversify their tax requirements if they hold both Roth and pre-tax accounts; Plus the best way to analyze Social Security benefits.

If you want a better talent pipeline, you should get closer to the institutions minting new CFPs. See how several firms are doing it.

Want some interns or residents of your own? Here are a few issues to keep in mind before the students show up.

Special report card: See the colleges, universities and other institutions training new planners.

We found a few firms that were getting it right on recruiting next-gen planners. Check out their road map.

Veteran CFP professionals are beginning their own retirement at the worst possible time, when more people need their help than ever. Here's how the CFP Board aims to address the problem.

If you want your firm to grow, you need a plan to find and develop smart young advisors. Here's how our firm does it.

Use these exercises to strengthen your interactions with your team and with valued clients.

Wealth management firm Baird has developed a new way to connect with planning students at University of Wisconsin.

Larry Elkin offers specialized estate and tax expertise for wealthy clients. Now his firm handles $1.3 billion in assets, spread across fewer than 200 families.

How will clients react when specialized products underperform well-known benchmarks?

Some younger planners are diversifying activities and income streams to create more fulfilling - and flexible - work.

Don't throw new hires into the deep end. Here are a few smarter ways to help them thrive.

In an exclusive interview, John Taft, CEO of RBC Wealth Management-U.S., expresses concern that looming regulation could hobble a wealth industry just as it finds its stride.

"We believe the things people do over 30 years speaks volumes, and mean more than rumor and innuendo," says Ed Cofrancesco, president of International Assets Advisory, the broker-dealer that hired Jeb Bashaw.

Contributing appreciated holdings to charity can be a tax-efficient strategy.

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.