Wealth Think

The financial planning profession ranks fifth among 200 professions, according to CareerCast.com, but what makes financial planning one of the best jobs in 2013?

To get referrals with real payoff, make sure your clients and professional peers understand your firm's offerings -- and needs.

"Everything is bigger in Texas." That's certainly the case when the Raymond James and its 2013 national conference descended on Dallas, where thousands of advisors around the country gathered to learn best practices and swap ideas.

Thousands of Raymond James financial advisors gathered in Dallas this week for the firm's annual national conference -- here's what they picked up.

Although client referrals are the single biggest driver of new business, only 20% of advisors ask for referrals systematically. Worse, a majority indicate that they can address referrals only occasionally in client meetings. Matt Matrisian writes that advisors need to focus on reinforcing referral behavior in their client base to generate real growth.

Financial advisors must help combat the disconnect between investors' knee-jerk reactions and market performance.

Advisors need to be well-versed in cybercrime to protect themselves and their clients. Check out six tips from the FBI.

After a very busy week, here's some things advisors need to know as they speak to clients this week.

The legacy of Steve Jobs and the success of Apple can teach advisors a whole lot, according to Raymond James' David Patchen.

Do you know what Wednesday is? It’s National Administrative Professionals day! Are you planning to do anything for the assistant who takes such good care of you and your clients?