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.

Two changes will come into effect by July -- an alternative capstone course, and a broadened definition of experience requirements.

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.

Here are 21 simple steps to make 2015 a great year for you, your clients and your business.

Ultrawealthy clients can be tough customers. One expert suggests a few ways to stay in their good graces.

The CFP Board’s first computer-based exam attracted over 2,100 applicants.

Robert Shick, Baird branch manager, explains how a cancer diagnosis changed his life. "I have received so much more than I could ever give."

Advisors thinking of resigning need to avoid the pitfalls--here's a primer on how to consciously uncouple from your employer.

Moving into management isn't a natural progression for some. It requires a different skill set and it's not always the most successful advisors who make the grade.

Alex Vicencio, a financial advisor at Wells Fargo, says that building a business one client at a time was the biggest challenge he faced as an advisor in his 20s.

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

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.

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

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