Career Advice for Financial Advisors

Updated Wednesday, June 19, 2013 as of 10:50 AM ET

Practice - Career Advice

Glass Ceiling for Women in Financial Services?

The financial services industry has one of the hardest glass ceilings for women to break through according to a recent survey from Edward Jones.

Almost two-thirds, 65%, of men and women who responded felt that women in all careers faced more significant barriers to advancement, and one-in-five said that the financial services industry was the worst sector for women looking for leadership roles. Those results were not surprising, but they do highlight a relevant concern for many women entering the advisor space, Edward Jones� director of financial advisor diversity and female performance, Elizabeth Schehl, said. more »

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Clients Weigh In on Transition Pay Debate

How will clients react if their advisors' transition pay becomes public information? more »

U.S. Bank’s Brokerage Unit Adds Two Advisors in Bismarck, N.D.

Steve Felchle and Jason Ernst, formerly with Wells Fargo, bring the total number of financial advisors at USBI to 532, up from 480 in July 2008. more »

Overcoming a Crisis of Trust

From athletes who abuse illegal substances in order to win to business executives who lie on financial statements to boost profitability, examples of cheating are all around. more »

For Female Clients, Focus on Family

As women increasingly find themselves as the heads of households, advisors find retaining and expanding their female client base is imperative. more »

Fund Firms Brace for Alt Influx

Asset managers have taken notice of the the proliferation of alternative mutual funds in the retail and institutional channels and have changed their game plan accordingly. more »

New Report Shows Advisor Advantage

Investors working with financial advisors were more confident and prepared than their unassisted peers both during and after the financial crisis, according to a new study from Fidelity Investments. more »

Gen X & Gen Y Financial Advisors Outperforming Boomers

Younger advisors are outpacing their elder peers in attracting AUM, according to a Fidelity study that surprised even its authors. more »

Investors Don’t Trust Advisors

Investors have major trust issues with their advisors. more »

Climbing Out of a Growth Rut

When production stalls, advisors need to either get going or move on. more »

NAPFA Introduces Scholarships for Younger Advisors

NAPFA's Genesis group, for fee-only advisors 33 and younger, this week launched a set of scholarships to help younger advisors develop their professional skills. more »

Now May Be the Time to Switch Firms

With the possibility FINRA will adopt new rules on compensation disclosure, advisors contemplating a move in the next three years may want to make it now. more »