To succeed as a high-net-worth advisor, you have to think and act like one — start telling everyone you know that you help the wealthy protect and grow their assets.

Consolidation is everywhere so it pays to keep your eyes and ears open for opportunities.

Standing out is tough when the crowd is so large-so here are some ways to make yourself unique, build your "brand" and outpace the competition

Find a manager for whom you are priority No. 1 at deal time—not one who will woo you and forget you

UBS AG's American wealth management arm has pulled firmly ahead in the race to attract top brokers, using aggressive recruiting tactics and rich signing bonuses.

Finance graduates don't always make the best financial planners.

Our annual compensation ranking examines team remuneration along with the best payout plans

Virtual contact can't take the place of real conversations.

Being able to sell is still important, but in today's market it's just one of many skills that a bank advisor needs to thrive.

Sell your client on you and your incredible advice instead of your firm—loyalty should lie with you

In On Wall Street's fifth 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.

A recruiter argues that you should be using and getting as much support as possible in these volatile times.

There is no one-size-fits-all approach, but there are demographic similarities, and a program manager should be able to identify them.

Your personality type has to match the job's requirements, which are varied and likely to change over time.

Our discussion boards have been pretty heated over the past week, as readers have debated whether or not moving up the Wall Street corporate ladder is harder for women than for men.

The Financial Planning Association, anxious to build its cache of student chapters at colleges across the country, set aside time at the organization’s annual conference in San Diego this week to instruct young attendees how to start their own chapters.

“It’s hard to approach someone" — a prospective employer, for example — and say, ‘I want to be an owner,’” confessed Brett Spencer, a 23-year-old masters student in financial planning from Texas Tech University.

There are so many career options today that it can be overwhelming—and far fewer sources of credible information.

Unlike men, women are more focused on relationships when deciding whether to move to another firm.

Knowing your personality, and your client's, is a start but it's not enough—you also need to know the chemistry.