Career planning

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.

To appeal to this demographic, this advisor focuses on technology, fee structure and building a strong online presence.

Established wirehouse advisors have more choices than ever before, but these mistakes can abort potentially lucrative new relationships before they even get off the ground.

Advisors must understand the impact different drivers have on your firm's valuation.

Adding a young advisor can boost business, but integrating a newcomer into a practice takes patience.

Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates.

How to help women in junior roles take the steps to become successful independent advisors.

Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.