Robert Shick, Baird branch manager, explains how a cancer diagnosis changed his life. "I have received so much more than I could ever give."

Advisors thinking of resigning need to avoid the pitfalls--here's a primer on how to consciously uncouple from your employer.

Moving into management isn't a natural progression for some. It requires a different skill set and it's not always the most successful advisors who make the grade.

Alex Vicencio, a financial advisor at Wells Fargo, says that building a business one client at a time was the biggest challenge he faced as an advisor in his 20s.

If you want a better talent pipeline, you should get closer to the institutions minting new CFPs. See how several firms are doing it.

We found a few firms that were getting it right on recruiting next-gen planners. Check out their road map.

Veteran CFP professionals are beginning their own retirement at the worst possible time, when more people need their help than ever. Here's how the CFP Board aims to address the problem.

Wealth management firm Baird has developed a new way to connect with planning students at University of Wisconsin.

Some younger planners are diversifying activities and income streams to create more fulfilling - and flexible - work.

What questions are advisors not asking when buying a firm?

Big tax bill looms for mutual fund investors; 4 secrets to getting more from your 529 account; How taxes and trading costs kill investment returns

Everyone on staff should know how to handle sensitive client information, making it possible for them to be responsive, but not nosy.

Planners who started their professional lives in other fields identify the crossover skills that make them successful.

Here are some smart ways to avoid the stress of juggling multiple responsibilities in your practice.

Raymond James' annual Women's Symposium, to be held Oct. 8, is due to feature leading women in the financial services industry, including Sallie Krawcheck.

Intended to help new planners jumpstart their careers, the career site is set to launch in January and will be sponsored by Fidelity.

Census Bureau data comparing U.S. racial demographics with those of advisors show the gap is big. Financial Planning's research has found it may be even bigger.

Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank

As competition for talent increases, the best way for RIA firms to hold onto top-tier employees is to make it worth their while. Schwab's 2014 RIA Benchmarking Study highlights three major steps toward building a good compensation plan.

3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses