Career planning

Learning through experience is a great way to prepare for a successful advisory career.

Follow these directions to keep your professional goals on the right track, Kelli Cruz says.

The move occurred just days before UBS said it would exit the Broker Protocol.

The firm is expanding its Tucson office with the addition of the Langer Wealth Management Group.

The moves comes amid uncertainty about the future of the Broker Protocol.

In a case of déjà vu, this is the second time a father-son team left Wells Fargo for RBC in the past two weeks.

The addition of the Dominello Investment Group comes as the brokerage continues a hot recruiting streak.

Susan Axelrod will leave the self-regulator after 28 years on the job.

Patrick O’Donovan will focus on recruiting new talent and helping advisors with succession planning, he says.

Rates are likely to remain low, which will have a negative effect on retirees and older workers who are adjusting their portfolios in preparation for retirement.