“I exclusively look for career changers,” he says. “They have a different perspective from someone who’s been in the financial advisory professional field as long as I have.” ...

A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the high-touch service clients expect.

Amid an industry shortage of talent, firm leaders shouldn’t ignore potential future advisors working just down the hall.

Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the ...

The benefits of a total wealth management approach. What career risk is and why investors should consider it. What approaches worked (and what didn’t) to improve risk-adjusted returns.

With that in mind, and this being “Women’s History Month,” InvestmentNews reached out to four female financial advisors to ...

Charlotte Stewart, new director of client events, and WSP's CEO will develop engaging events to educate the underserved demographic.

Ultimately, for many career changers, the attraction to wealth management lies in the ability to both increase their potential income and have a positive impact on their clients’ lives.