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

What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch

Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds.

Advisors need to take a more active role in engaging with college and university programs to help bring more students into the workforce, said industry officials at the CFP Board's recent academic conference.

When work isn't perfect, advisors should seek change, but be flexible about it. Here's how to get started.

After working in a nuclear power station, David Fisher decided it was time for a change. His new calling? Financial advisor.

August has arrived and many advisors and their clients are most likely taking a much need summer vacation. But as On Wall Street found, there are some advisors who are neverly off duty no matter the season.

Some advisors are blending their personal and professional lives to boost their business.

Entrepreneurial advisors are leaving the wirehouses and constructing new business models the industry hasn't seen. But before joining these trailblazers, other advisors should think about what it is they want to change.

The wirehouse aims to appeal to the next generation of advisors with its new Team Financial Advisor training program.

Though private, non-traded REITs have very high loads and ongoing expenses, low cost REITs can have a place as alternatives in our clients' portfolios.

For clients, is one type of firm, business model or fee structure better than another?