Updated Thursday, January 29, 2015 as of 9:26 AM ET
2014 Top 40 Under 40 Countdown: #21-#30
On Wall Street annually honors the industry's top young producers. Advisors ranked numbers 31 to 40 share their secrets.
More in Practice Management
Advisors risk throwing away business with a throw-away holiday client gift. Here's a list -- worth checking twice -- of what to avoid when deciding upon holiday greetings and gifts to send to clients. more »
The Women Advisors Forum in Chicago brought advisors and industry leaders together to talk about topics such as boosting assets and women's participation in the business. Here are some of the smartest comments heard at the conference. more »
Attendees at the recent Women Advisors Forum, held in New York, shared tips and experiences when helping clients fund philanthropy, branding their practices and investing fine arts. And advisors heard from industry veterans like Sallie Krawcheck. See the smartest takeways from the conference in our slideshow. more »
Under FINRA rules, plaintiffs may be able to demand a trial. more »
Errors and omissions insurance premiums are rising. A proposed fiduciary standard for advisors would drive the cost up further, according to insurance specialists. more »
Caveats aside, advisors can use social media to boost their business and build stronger relationships with clients. more »
To build your business, get a hobby. Here are some ideas. more »
Advisor compensation will grow in 2014, but to earn it advisors are being pushed to sell more than ever. more »
A run down of stories in this issue, including our annual compensation round up. more »
Profit sharing lies at the heart of Edward Jones' compensation plan, as the firm aims to grow its advisory staff and assets under management by more than a third by 2020. more »
Most clients, even educated, wealthy ones, frequently have no idea how their advisor is paid. more »
Unaddressed problems can lead to group dysfunction, but having a difficult conversation can nip the problem in the bud and keep the office a productive workplace. more »
2013 was a great year for advisors. But with new compensation rules and industry consolidations changing the landscape, our panel of top recruiters is urging advisors to cut their best deal now more »
The January Issue is now online!


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