Career planning

The ultimate test of leadership is the way you handle employees' reactions to innovation.

How to sell a high-priced tier of service to clients and describe how that service is different and more valuable, like front-row seats at an event.

How to make a seamless move to a new firm with less effort

Hilliard Lyons' Jaleigh White discusses her 18 years in the securities business and the events that led her to a career in securities.

Neuberger Berman has appointed William Proctor as its new vice president and wealth advisor in its wealth management division.

Technology has advanced and financial products are more complex, but the success of a program still depends on getting the right people-just don't expect perfection

Yvette Butler, the head of Wells Fargo Advisors Solutions discusses her 27 years in the securities business.

There's no evidence that indicates the breakaway advisor trend is slowing down. While that's great news, Financial Planning blogger Mindy Diamond says this means that these advisors have their work cut out for them in the way of due diligence.

As the trend toward independence continues, the opportunities raise questions from those advisors who are considering making the move. Dynasty Financial Partners' Shirl Penney provides some answers.

Advisors who move aggressively into fee-based business end up doing much better than their transaction-based colleagues, with more assets, a higher return on those assets and more revenues, according to a new report.

Resist these common mistakes and make a smooth transition when hiring.

As the London games take center stage, former athletes turned financial advisors talk about the big event and their careers.

The managing director and global head of alternative investments at Morgan Stanley Smith Barney discusses his 20 years in the securities business.

It's how I usually figure out the next big trend in the planning profession.

A key challenge often is not creating a strategy for a firm, but getting employees to buy in.

To succeed as a high-net-worth advisor, you have to think and act like one — start telling everyone you know that you help the wealthy protect and grow their assets.

Consolidation is everywhere so it pays to keep your eyes and ears open for opportunities.

Standing out is tough when the crowd is so large-so here are some ways to make yourself unique, build your "brand" and outpace the competition

Find a manager for whom you are priority No. 1 at deal time—not one who will woo you and forget you

UBS AG's American wealth management arm has pulled firmly ahead in the race to attract top brokers, using aggressive recruiting tactics and rich signing bonuses.