Career planning

This list will appeal to advisers looking for new ideas, practices and perspectives to consider for the new year.

Ambition and training helped one veteran advisor learn to adopt financial planning tools, account aggregation software, video conferencing apps and tablets in his effort to create "a new client experience."

The high-ranking recruit will work on the firm's expansion plans and serve as a liaison between branch managers and top brass.

How military experience helped a former commanding officer of the Army’s Presidential Honor Guard transition to wealth management.