Professional development

Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.

Human resources executives place emphasis on new technology to evaluate future and existing employees at NICSA's annual membership meeting.

The 11,000-member organization will operate as the Investments & Wealth Institute.

Finding success has gotten a lot harder for young advisors today, says Raymond James Complex Manager Tony Barrett.

For young advisors, coping with the emotional ups and downs of the business is a big hurdle, says Raymond James Complex Manager Tony Barrett.

Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.

No one organization can do it on its own, FPA President Shannon Pike said.

Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

When experienced advisors mentor new planners, they transform the profession in the process.

Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.

Kobby Okum of Edwards Jones details what his greatest challenge was as a newcomer to the profession.

Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.

RIA owner Allan Boomer shares his experiences of finding success as new member of the profession.

The regional BD is on a recruiting roll, having poached two of the wirehouse’s teams this week.

The move is the fourth major recruiting announcement for the firm this month.

The relaunched program has the same name, but no new funding, a spokeswoman says.

The firm, which has faced racial discrimination allegations, is trying an alternative approach suggested by a professor at Harvard.

Which banks are advisors moving to? One recently jumped to Woodforest National Bank from Merrill Lynch. Eight others switched to Arvest Bank, Northern Trust, Union Bank, U.S. Bank and Wilmington Trust from myriad financial services firms.

Six executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Umpqua Bank, U.S. Bank and CUNA Brokerage Services. Find out who they are and what their new roles entail.