Career planning

Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.

Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.

Recruiter Michael King discusses which firms have the most brand value, and where young recruits would be wise to look to start a career. He offers his insights as we continue the dialogue from our Recruiters Roundtable.

The holidays must be coming soon because BIC is working on its annual ranking of top bank advisors.

Many want to work as holistic planners, but common, entry-level jobs can easily lead to dead ends.

FINRA released internal data in the regulator’s first-ever such report, highlighting changes in the wealth management space.

The firm, which has opened five new offices and acquired a firm this year, is putting another familiar face on its executive committee.

The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.

Firms are doubling down on efforts to boost the ranks of women advisors.

These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.

After graduating with a financial planning degree, this advisor-to-be took a detour to Disney World, where the lessons applied more than he’d anticipated.

Earning the designation is a grueling process that can seriously benefit an advisor’s trajectory, but it’s also not a panacea for an ailing career.

Forty-one percent of client-facing finance workers have had negative experiences that “still keep them up at night,” a Schwab survey finds.

Nearly three-in-four advisors (73%) do not have a succession plan in place.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

Scheduling freedom allows for more time with the kids, say those in the industry.

In addition to being fired, advisors could also face suspension and fines — all from the carelessness of not carefully reading one simple question.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.

The uncertainly of regulation and their own survival is at the root of advisors’ stress, but there are also some positives of the job.