Career planning

The new hire will oversee the private banking and investment management services Umpqua offers to the high-net-worth.

"They like what we do. They like the capabilities. They like the technology we have," he said of the clients drawn to the bank's wealth management platform.

Hiring former professionals could help firms improve diversity in a field that’s still 84% male.

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

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.

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

Top advisers appear content at their current jobs, but new challenges and responsibilities may lure prospects.

A team joined the wirehouse from Wells Fargo Private Bank.

If rule isn’t scaled back, the lower tier of advisers has a rough road ahead. Their “future isn’t what it was in the past.”

Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.

A supply-demand mismatch in the adviser labor market will favor FAs who want to make a move.

By making a few tweaks to their management style, firm owners can better retain talent — and grow their practices.

Here’s what advisers need to know for a successful transition.

More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.

Even as more planners see opportunities in the rule, a large cohort are reconsidering their careers.

For many firms, it’s the single most important financial transaction they’ll ever encounter. Here’s how to get a big-picture view and also stay in control during the entire process.