WealthManagement.com has created the first data-based ranking of financial planning programs at U.S. colleges and universities. 

While there’s nothing wrong with wanting it all, this can trap advisors in inertia, waiting for a scenario that may never exist.

Data from XYPN members shows that focusing on a specialized client niche is an accelerant to advisor’s revenue growth.

Advisors are bullish on the industry’s prospects for continued M&A, although challenges, such as a lack of confidence that the next generation can afford to buy them out, abound, according to a recent DeVoe & Co. study.

PEAK6 is funding a fintech program at the University of Michigan Ross School of Business.

LPL's branch recruiting is up 45% over a year ago, as the broker/dealer increases recruiting support and opens up the lines of communication to hybrid firms.