Stephen Maggard, a financial advisor with Abacus Planning Group in Columbia, South Carolina, was an Army officer who transitioned to financial planning in 2019 after taking some CFP classes. And now ...

When discussing advisor movement, there’s one question that’s often top of mind: What kind of deal did the advisor who moved get? Certainly, it’s no secret that in the competitive recruiting world ...

It’s a great time to be starting out in the financial advisor industry. The silent generation and baby boomers have begun transferring trillions of dollars to their heirs, and the graying financial ...

LPL Financial’s offering of liquidity and succession support to financial advisors three to seven years away from retirement is just the latest effort to attract assets to the broker-dealer in ...

In a recent survey of female financial advisors, more than half of all early-career respondents – 56% – said “helping people with finances” was their motivation for becoming an advisor. Early-career ...

Financial advisors tell Barron’s Advisor how they joined the industry from the worlds of sports, music, journalism, and more. So you want to be a financial advisor? The most direct route is to earn a ...

Failing to plan for succession is said to be a leading drag on growth for wealth management firms. Processing Content But in the face of soaring attrition rates for early-career advisors, employers ...

At 63, I get it. Like many business leaders and financial advisors later in their careers, the last thing I want is to complicate my life. The lure of simplicity—keeping things steady, avoiding ...

Dave Tate has always realized the importance of having a career vision, while at the same time avoiding the rigidity that often can lead to unhappiness or dissatisfaction. Because of this approach, ...