Portfolio

Research shows that we need to start presenting financial planning as a desirable career path for women at a young age -- at Girl Scout meetings, in school or, most importantly, at home.

'Mariner is a well-organized and well capitalized growth company,' says John Furey, principal of Advisor Growth Strategies. 'The pace of growth is best in class and I expect it to continue.'

As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know.

Recent SEC guidance has opened the door for review sites like Yelp and Angie’s List to provide commentary on advisors. How well do you know these sites and understand the possible influence they could have on your business?

The world's securities firms are poised for 10 years of growth, according to Hans-Joerg Rudloff, the former chairman of that business at Barclays.

"There's a lot of nuance that's not reflected in simply listing personal bankruptcy," says Mark Witaschek, whose bankruptcy was cited in a board announcement.

Planners thinking of retirement often seek young partners to share the business. But such pairings can be tricky to pull off.

If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.

We asked advisors to share the buzzwords that they thought confused clients -- and to offer us alternative phrasings where possible. Click through to see their list.

Using social media to create a public presence consistent with their passions and expertise, advisors can position themselves for media attention.