Charles Schwab’s new advisor “franchisee” program, which was announced in February and will be rolled out at the end of this year, aims to hire financial advisors with entrepreneurial drive, but not too much entrepreneurial drive...

From the editors of Registered Rep: Must-reads from around the web for Wednesday, April 20, 2011.

Wells Fargo’s wealth management division reported stronger earnings, revenues and FA headcount in the first quarter, while cross-selling hit a record and client asset inflows were at their highest since Wells acquired Wachovia in late 2008.

How to market yourself to prospective clients and advisor recruits when marketing is not your strong suit.

When you design a portfolio by market capitalization and investment style, do you consider the cash value and death benefits of your client’s life insurance policy in the mix? Some experts say you should. Why? The death benefits and steady...

TD Ameritrade saw 95 breakaway brokers sign up last quarter, bringing average initial assets of $30 million each to the custodian platform, Chief Executive Fred Tomczyk said today after the parent company reported record revenue and record new...

Father-daughter advisor team Martin Gelb and Sonya Gelb Choeff have jumped ship to Raymond James in Miami Beach, Fla., from Morgan Stanley Smith Barney, as the fight for talent continues.

Do you want to know how your pay stacks up against that of your peers? With major regulatory changes coming, retention packages forgiving and recruiting bonuses at all-time highs, we can expect some interesting trends in advisor compensation this...

Morningstar may have some competition in the marketplace for evaluating mutual funds. Putnam Investments rolls out its new FundVisualizer today, an open-architecture tool that allows advisors to research and compare over 10,000 mutual fund and ETF...