Career Advice for Financial Advisors

Updated Monday, May 20, 2013 as of 10:53 AM ET

Practice - Career Advice

U.S. Bank’s Brokerage Unit Adds Two Advisors in Bismarck, N.D.

U.S. Bancorp Investments, the brokerage affiliate of U.S. Bank, has added two financial advisors to its staff in Bismarck, N.D. Steve Felchle and Jason Ernst will deliver wealth management and financial planning services to affluent clients, the firm announced Wednesday.

The new hires, both formerly with Wells Fargo, bring the total number of financial advisors at USBI to 532, up from 480 in July 2008. more »

More in Career Advice

see all

Success Secret? It's Preparation

Conventional wisdom is often wrong about what it takes to achieve great results. more »

Overcoming a Crisis of Trust

From athletes who abuse illegal substances in order to win to business executives who lie on financial statements to boost profitability, examples of cheating are all around. more »

10 Ways Independent Advisors Can Escape 'Their Islands'

So many advisors feel alone, are afraid to admit it, and do not know what to do about it. It is a people focused job, true, you get to interact with your clients but so few have people to talk to about being an advisor. So Matt Halloran asks, what can you do to get out of your office and inspire your practice? more »

For Female Clients, Focus on Family

As women increasingly find themselves as the heads of households, advisors find retaining and expanding their female client base is imperative. more »

Fund Firms Brace for Alt Influx

Asset managers have taken notice of the the proliferation of alternative mutual funds in the retail and institutional channels and have changed their game plan accordingly. more »

New Report Shows Advisor Advantage

Investors working with financial advisors were more confident and prepared than their unassisted peers both during and after the financial crisis, according to a new study from Fidelity Investments. more »

Gen X & Gen Y Financial Advisors Outperforming Boomers

Younger advisors are outpacing their elder peers in attracting AUM, according to a Fidelity study that surprised even its authors. more »

Investors Don’t Trust Advisors

Investors have major trust issues with their advisors. more »

9 Tips for Great Client Events

A well-planned gathering can help your firm develop client relationships and strengthen ties with strategic partners. more »

Time for a New Estate Planning Strategy?

Recent tax changes mean that planners may have to rethink the ways they invest clients' assets. more »

Safer Strategies for Leveraged Investing

Borrowing to buy stocks is back in style, but many planners give short shrift to using leverage to improve long-term results. more »

Where the CFPs Are Now

Are planners better off working in states with fewer competitors? Not everyone agrees on the answer. more »

NAPFA Introduces Scholarships for Younger Advisors

NAPFA's Genesis group, for fee-only advisors 33 and younger, this week launched a set of scholarships to help younger advisors develop their professional skills. more »

AdvisorTV