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

Arden Asset Management has expanded its offerings of customized hedge fund solutions.

Expect reinforcements to Sentinel Investments' defined contribution team.

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

Credit Suisse's Eileen Duff Blalock discusses her 16 years in the securities business.

In On Wall Street's sixth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 conquered a tough market.

How to prepare for termination or avoid being fired.

Often the right phrase or story can help planners persuade their clients to act.

If you're not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.

Use this 9-step process to request (and receive) referrals from your existing clients.

Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.

John Hancock Funds has had a solid 2012, but it's not about to let the good times stop rolling

While most companies seem hesitant to spend their cash, at least one company is eager to take advantage of sluggish market activity to grow.

Advisers targeting defined contribution plans have new research to rely on.

Advisor Impact, a client feedback consulting firm, and Focus Partners, an advisor coaching firm, announced today they are joining forces to offer Advisor Impact clients coaching in addition to its Client Audit Program.

Buying high and selling low isn’t a portfolio-damaging behavior that only investors struggle with.

Your clients may not fully understand their motivations—but as an advisor, you need to delve further into their psyches.

Steps you should take if you are terminated.

I grew up in Huntington, W. Va., on the border of Kentucky and Ohio. It's known for the 1970 plane crash that took the lives of the football players from Marshall University. My family owned several Hallmark card stores. I was the youngest of three and spent a lot of time at the stores, vacuuming the floors, manning the cash registers and straightening the card bins. I loved chemistry and physics and thought about a career as a physician, but a college course in organic chemistry changed my mind.

Some advisors find being an employee offers fewer hassles and more time with clients.