Career advancement

Which banks are advisors moving to? One recently jumped to Woodforest National Bank from Merrill Lynch. Eight others switched to Arvest Bank, Northern Trust, Union Bank, U.S. Bank and Wilmington Trust from myriad financial services firms.

Six executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Umpqua Bank, U.S. Bank and CUNA Brokerage Services. Find out who they are and what their new roles entail.

Becoming a top producer and a respected professional isn’t an endpoint, it's a process. And successful advisors, who are always thinking five years ahead, have a definite plan to get there.

There aren’t enough hours in the day to get everything done, and it’s easy to get distracted by all the things that come up unexpectedly during the day. But successful FAs are able to minimize distractions and focus on critical tasks.

With fewer associate training programs, young bank advisers need to take the initiative to find a mentor and cultivate referrals.

Never sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to Editor Lee Conrad about that and other tips on how advisers should resign.

A clinic at the University of Georgia has offered free advice through a variety of methods for almost a decade.

Judy Volkmann, founder of the FPA’s New York chapter, helped launch a college program connecting hundreds of mentors with students.

A new toolkit is being offered to students before the next test sitting in November.

The advisers once oversaw approximately $750 million in client assets, according to Barron's.