Career planning

Don't emphasize the money they'll make or the firm's reputation. Focus instead on work-life balance.

Advisors who can bring in and work with clients, wealth strategists with tax and accounting expertise and successor CEOs are in greatest demand.

Advisors who work for larger institutions tend to cover fewer branches, which allows them to focus on service and increase production.

'Adviser' vs. 'advisor': A conversation with one regulatory expert raises questions about the ways that RIAs brand themselves to clients.

What advisors should know about setting up an independent practice.

Recruiting activity will intensify as seven-year contracts begin to expire. Is now the time to cut a deal? Headhunters weigh in.

Many advisors miss the old culture at their firms. What exactly are they longing for?

The deal to buy the accounting firm was directly influenced by the increasing commoditization of investment management.

Dan Overbey, president of BISA, and president and CEO of Atlantic Capital Advisors, outlines his top three issues regarding long-term training for bank advisors.

Forming a practice with your child or another family member may seem like a great idea, but experts warn they take just as much work as any other partnership.

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

BIC's Top 50 came out last month, as well as the Next 50. Combined, they highlight the top 100 advisors in the bank channel—meet number 101.

You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication.

Two changes will come into effect by July -- an alternative capstone course, and a broadened definition of experience requirements.

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.

Here are 21 simple steps to make 2015 a great year for you, your clients and your business.

Ultrawealthy clients can be tough customers. One expert suggests a few ways to stay in their good graces.

The CFP Board’s first computer-based exam attracted over 2,100 applicants.

Robert Shick, Baird branch manager, explains how a cancer diagnosis changed his life. "I have received so much more than I could ever give."

Advisors thinking of resigning need to avoid the pitfalls--here's a primer on how to consciously uncouple from your employer.