The Career Advisor|wealth management

Is there any way to "fire" a client nicely? Developing skills in pruning clients can be every bit as important as developing the skills to bring them on.

What kind of information is floating around in the public domain, and how can you access it?

Insight and color on why female financial planners are, by one important measure, much more successful than their male conterparts.

This article describes how so-called study groups -- the aggregation of several financial planning firms into a group that relies upon and networks with each other -- can give a small firm the power of a large one.

When clients divorce, what's a financial planner to do? As they say in a mindfield, step very, very carefully.

Is the popular model for levying fees, a percentage of assets under management, really right for financial advisors? Some fee only advisors are charging extra for certain services, earning fees, and getting recognition for value they add.

Is there any way to "fire" a client nicely? Developing skills in pruning clients can be every bit as important as developing the skills to bring them on.

Training and education technology that has been de riguer in other industries is just now making an appearnce in financial planning. In a regualted business for which one new regulation is promulgated every seven days, access to training can be vital.

For financial planners, home office can offer a lot of convenience, but it makes a definite statement.