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.

If you find yourself torn between serving clients and growing your practice, you may need some additional staff.

"If I said I had worked for AT&T for 33 years, anybody would ask me, 'Well, when are you going to retire?' But our industry is unique. It's not like a utility company, where after 30 or 35 years, you're done," says Larry Palmer, an advisor at Morgan Stanley.

Female planners can gain an edge in their practice by creating an environment more inviting to clients.

An advisor who moved to a wirehouse from a boutique offers guidance on finding a firm that will offer greater job satisfaction and also benefit clients.

"We can shuffle women from one firm to the next all day long, but we're still going to be at that 15%," says Michelle Lynch, director of Raymond James' Network for Women Advisors.

There are big payoffs for advisors who plan carefully.

How one firm helps advisors map out a plan 10 years before retirement.

The discussion of what happens to an advisor’s book is parallel to the conversations that advisors should be having with their clients: Prepare for the future and the unexpected, says recruiter Elizabeth McCourt.

Understanding the valuation of your firm can help identify areas of improvement, especially if you are considering selling. Here are some key insights to consider.

Delaying retirement and staying in their current job may be the key for clients looking to bolster retirement savings.

Originally a small group of female financial professionals, the firm's annual event for women advisors expects more than 260 participants.

A Morgan Stanley branch manager, told by his mother to do his best before her passing, works to inspire others in wealth management to do the same.

It's not just conventional wisdom, upbeat advisors really can do better, research shows.

Analysis: Smaller firms may sometimes require more due diligence for advisors considering a move. Here's what to look for.

A one-time investment specialist interacts with enough advisors to make the switch to branch management.

How the wirehouse and a new training program will bring in 1,500 new recruits.