Career advancement

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.

How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.

Which banks are advisers moving to? Six recently jumped to BNY Mellon, Union Bank, U.S. Bank and M&T Bank from myriad financial services firms. One made a lateral move within his bank.

So far this year, at least 9 banks switched their investment services programs to new third-party broker dealers. One outsourced its broker-dealer operations to a TPM for the first time.

Identify seasoned advisers who can be trained to become the next generation of leaders.

His son and longtime friends challenged his disciples at the FPA Retreat to carry on the legacy.

What changes should advisers expect in the coming years? Editor Lee Conrad talks with career consultant Rick Rummage to explore the relevant issues.