Professional image is a balancing act: Not too chic, but not too shabby. Here's how 6 planners walk the line.

Successful planners usually have a well-defined sales process for turning prospects into clients.

First, seek out big challenges. Then figure out how to overcome them.

Think success brings happiness? That's not the way it works. In fact, it's the other way around.

How can someone break into finance without a proper degree? Use what is available. Donald E Conrad didn't intend to have a career in finance, but today he is the founder and president of Conrad Capital Management.

Almost seven in 10 mass-affluent couples (69%) discuss their finances at least a few times a month. That’s more than what many spend talking about other topics, such as the election, work, sex, and even their kids.

Flexibility, the ability to customize one’s practice and the entrepreneurial nature of being an advisor make the financial planning profession a great career for women, according to participants of a roundtable discussion held by Guardian Life Insurance.

Dallas-based 1st Global has launched a new offering intended to help CPA firms develop and grow wealth management services as a core part of their practices.

Eliminate the surprise of taking a new job that's not a good fit - your due diligence will help make your next move a fulfilling one.

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.

Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution.

Participation in 529 college savings plans has leveled off after years of growth, according to a Fidelity survey. Perhaps not coincidentally, the study found that most advisors do not "proactively suggest the 529 plan" to parents with youngsters.

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.

Defined contribution plan sponsors need to do a better job communicating key information to participants, according to a survey of plan participants.