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.

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.

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.

As the trend toward independence continues, the opportunities raise questions from those advisors who are considering making the move. Dynasty Financial Partners' Shirl Penney provides some answers.

Advisors who move aggressively into fee-based business end up doing much better than their transaction-based colleagues, with more assets, a higher return on those assets and more revenues, according to a new report.

Resist these common mistakes and make a smooth transition when hiring.

As the London games take center stage, former athletes turned financial advisors talk about the big event and their careers.

The managing director and global head of alternative investments at Morgan Stanley Smith Barney discusses his 20 years in the securities business.

It's how I usually figure out the next big trend in the planning profession.

A key challenge often is not creating a strategy for a firm, but getting employees to buy in.