Career advancement

Financial Planning's Compensation Survey measured the total pay of hundreds of financial advisors and, perhaps more importantly, the lessons they would share to aspiring planners about forging a successful career.

Members of the Women's Alliance of Financial Advisors saw a need to launch a specific program of mentorships and discussions focused on young people and career-changers entering the field.

JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.

Women pursuing career milestones like opening their own RIAs could fall into traps based on those comparisons — or use them as inspiration and research.

Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current level of specialization.

Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.

This summer, Amplified Planning's Externship program saw 2,700 applicants — a record, and a sign that advisors are thirsting for opportunities to thrive in the wealth management industry.

Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.

The influential planning entrepreneur and the FPA are leading an effort to change a tiered fee structure for continuing education providers that started three years ago.

A consulting and M&A advisory firm presented six prospective sellers to 17 buyers, with striking results for any advisory teams tapping into a frothy M&A market.

Finance and education veteran Walter Rendon wants to ensure that more young people get the training and mentorships that helped him break into the field.

Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with wealthy families.

The latest study tracking financial advisor movement from research firm Cerulli Associates suggests that employee brokerages must change with the times.

The latest victory in court for Jayne W. Di Vincenzo over Devin J. Garofalo may have finally ended the saga.

The latest study by The Kitces Report of advisors' well-being found five key drivers of their happiness with work — and many firms are falling short.

What began as Transition to RIA founder Brad Wales' informal collection of large firms' division names and account types could turn into a collaborative industry glossary.

Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.

Wescott and Moneta Group present helpful examples of paths for financial advisors and other employees that experts say are essential for growth.

Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymond James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as an asset.

The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.