Practice management

Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ.

The awards, which saw a record-high number of submissions this year, recognize those who go above and beyond in serving their communities.

A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

Francis Kinniry of Vanguard and Brie Williams of State Street Global Advisors SPDR give advisors looking to survive the industry's next evolution some beachside advice.

It's not just for charity. Encouraging volunteer work could actually help financial firms recruit more employees, new research shows.

In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.

UBS Group CEO Sergio Ermotti said the bank will give investors an outline of its growth strategy early next year and signaled the direction of plans to grow in the U.S., as the lender moves forward with its merger with Credit Suisse.

Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.

The supercharged AI can potentially deliver wrong-way predictions and poor advice, but such pitfalls can be mitigated if advisors take pragmatic steps.

In terms of cost of living and quality of life, researchers say these are the five best places to spend one's golden years — and none of them are in Florida.

From AAI to WMS, there are 242 designations for financial professionals. Here's a quick primer on the most important ones — and how to get them.

After the ink dries on the contracts and the press releases are out, wealth management firms still need to put in the work to make a deal succeed. Here's how.

Tax strategy, quality of life and location represent some of the main factors when considering a CCRC, according to more than a half dozen experts.

FP's playlist gives financial advisors and clients a supersized collection of bangers about raking it in and making it rain.

The appointment comes as the storied Wall Street dealmaker seeks to build its ultrahigh net worth business while providing support services to independent advisors.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

The Senior Citizens League anticipates a 3.2% boost to Social Security in 2024. But will it be enough?