Career planning

Older or retired clients who have accumulated wealth continue to be major donors, but they aren’t the only ones and advisors should take note.

Here are five pieces of advice that advisors should keep in mind when going through a merger.

The Financial Services Institute launched an online social community on Tuesday modeled in part on LinkedIn and aimed at allowing advisors to network and connect privately.

When advisors befriend each other, and respect the work that each other do, it adds to the roster of people willing to help grow your business.

From improving communication with clients to placing a bigger emphasis on risk management, advisors share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

From improving communication with clients to placing a bigger emphasis on risk management, advisors from wirehouses and regional firms share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

When it comes to the gender of those in professional roles, people say they would feel most comfortable with women financial planners (this is second only to their preference for female doctors), according to a recent poll by 60 Minutes and Vanity Fair.

Many banks rely on the "prayer method" and ignore the one potential advantage they have when it comes time to staff up.

As an advisor, it is important to stay on task. Every day brings unexpected events. How you handle them is critical.

Are you trying to achieve something, or just trying not to fail?

The demographics mean your book is worth a lot right now. But the tides are about to turn.

In addition to allowing one advisor time to contemplate bigger picture ideas, a two-week vacation served as a refreshing reminder that the world doesn't stop when we turn off our phones.

As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.

How, when and where do you spend your creative time?

Time and energy are an advisor's two scarcest resources. Adding performance goals helps allocate these resources and transforms a business plan into a living document that can meaningfully contribute to greater success.

Clients may be holding back simply because they don’t want to hear your answer¬—how are you supposed to deal with that?

More than two-thirds of all students who graduate from a higher-education program that grants a degree or certificate in financial planning do not sit for the Certified Financial Planner Board of Standards exam, according to new research from the CFP Board.

The organization is planning a new, broadly accessible online program now being developed in partnership with the University of Illinois.

The complexities of caring for cognitively impaired clients mean advisors need to learn new skill sets to specialize in serving elderly clients or build up a robust network of professionals to help.

Study groups are a great way to not only share strategies and solutions, but to benchmark your performance and that of your firm against others in the industry.