Career planning

Investors working with financial advisors were more confident and prepared than their unassisted peers both during and after the financial crisis, according to a new study from Fidelity Investments.

Younger advisors are outpacing their elder peers in attracting AUM, according to a Fidelity study that surprised even its authors.

Investors have major trust issues with their advisors.

Fear can be a powerful emotion and drives many bad decisions — don't let your career get sidelined because you let logic fly out the window.

When production stalls, advisors need to either get going or move on.

Are planners better off working in states with fewer competitors? Not everyone agrees on the answer.

Borrowing to buy stocks is back in style, but many planners give short shrift to using leverage to improve long-term results.

Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.

A well-planned gathering can help your firm develop client relationships and strengthen ties with strategic partners.

NAPFA's Genesis group, for fee-only advisors 33 and younger, this week launched a set of scholarships to help younger advisors develop their professional skills.

As the banking industry continues its consolidation trend, advisors will increasingly find themselves in search of greener pastures for themselves and their clients.

A high-achieving school in Washington offers unexpected lessons for planners everywhere.

Looking for that next career opportunity has changed. Long gone are the days of paper resumes. Today, you need to be innovative in order to be seen.

It's an advisor's market, as firms with diverse practice models strive to nab top talent.

Advisors may be able to erase mark against them from disputes in which they were not directly named.

With the possibility FINRA will adopt new rules on compensation disclosure, advisors contemplating a move in the next three years may want to make it now.

It's time to stop talking about 'finding your passion.' There's another strategy advisors should consider.

Most people don't set specific goals for their careers or their lives and each year turns out like the last. Don't fall into that rut-life is too short to be mediocre.

It's not about your skills, it turns out - other factors are more important in maintaining happiness and loyalty.

The importance of FA training finds general consensus, but there is disagreement on details like the best delivery method or even what constitutes training