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Fear can be a powerful emotion and drives many bad decisions — don't let your career get sidelined because you let logic fly out the window.

When speaking with small business owners, be prepared with specialized knowledge, willingness to coordinate, and the ability to handle emotions.

A run-down of the stories in this issue, including a discussion of the year following the Raymond James merger with Morgan Keegan.

Our legal expert discusses whether brokerage firms have to report arbitration actions against them.

Keep new leads coming in by branding yourself as a transition specialist.

When production stalls, advisors need to either get going or move on.

Getting clients together as a family unit not only helps build wealth, but also cohesiveness.

New legislation means big changes for estate planning. Here's what you need to consider.

Do your clients have plans in place to protect their valuable treasures from the elements?

While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.

Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.

The director of practice management at Genworth Financial offers advisors tips on avoiding common blindspots.

The regulator's staff will investigate nondisclosures, misrepresentations, and more.

Unconstrained bond funds may see renewed interest this year, but at what risk?

Some U.S. trade competitors may see efforts to boost liquidity as intentional manipulation of the dollar.

Venu Krishnamurthy, managing director and president of Citigold Wealth Management, discusses his seven years in the securities business.

The acquisition of Morgan Keegan added hundreds to Raymond James' wealth management ranks one year ago. Branch Manager Robert Brewer reveals how he made the transition.

Next month's New York gathering offers sessions on divorce planning, career development, digital marketing and more.

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

Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.