Elizabeth McCourt

Transition packages have been changing, and so should an advisers' approach to changing firms.

Industry firms taking a similar approach can clarify confusion for clients and stem attrition among adviser ranks.

Sacha Millstone takes up the cause working with Gooding, an indie band that uses music to teach young people how to make better decisions about their money.

With the fiduciary rule coming, advisers who have a great offer on the table better act fast, says one headhunter.

Competing in his first triathlon helped John Pierce discover the direction he needed to succeed in wealth management.

Planners who are agile enough can easily decide on what's best for them: switching to wirehouses, other large brokerages or going independent. Also, moving quickly may help them land the best deals, says a recruiting consultant.

Planners need to understand the needs and goals of athletes, and parlay those insights into a plan.

Here are several factors recruits should consider to find their best fit, according to a leading recruiter.

Mental ability for managing stress and success will make the difference.

Mental ability for managing stress and success will make the difference.

Mental ability for managing stress and success will make the difference.

An ill-considered comment or a faux pas in the home stretch can wreck an adviser's plans to switch firms, writes coach and recruiter Elizabeth McCourt.

The devotion Edward Jones adviser Laura Crowell has for her daughter, Olivia, and three other kids drives her thinking on tending to the needs of her clients.

The following interviews show opportunity for gender equality in the industry, a leading recruiter says.

The same competitive mindset that leads to victory in sports can give advisors the advantages they need for a successful practice, a leading recruiter says.

The same competitive mindset that leads to victory in sports can give advisors the advantages they need for a successful practice, a leading recruiter says.

You must keep a clean record because longevity and productivity no longer provide immunity from compliance problems, even for top talent, a leading recruiting expert says.

The past year saw some of the biggest moves in recent memory, which may indicate the further dominance of larger teams in the industry, says recruiter Elizabeth McCourt.