Careers

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  CFP Board Appoints Panel to Boost Number of Female Advisors

  By Melanie Waddell, AdvisorOne  |  May 15, 2013

  The CFP Board announced Wednesday an initiative to boost the number of women advisors in the field, including CFPs, as the number of female CFPs hasn’t budged for a decade.

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  Want a More Profitable Firm? Let Employees Work From Home

  By Angie Herbers  |  May 15, 2013

  Our research shows that firms that offer more flexibility to employees are more productive and profitable and the employees are happier, as are clients.

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  New Hire Roundup: U.S. Bank Adds Felchle, Ernst

  By Marlene Y. Satter, AdvisorOne  |  May 15, 2013

  This week in new hires, Steve Felchle and Jason Ernst joined U.S. Bancorp Investments, and David Skaggs went to the Private Client Reserve.

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  Advisors May Be Crazy, Like a Fox

  By Bob Clark, AdvisorOne  |  May 15, 2013

  What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?

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  If You Serve(d) in the Military, AdvisorOne Wants You!

  By Editorial Staff  |  May 13, 2013

  For any advisor who serves, or served, our country in the armed forces, we’d like to invite you to tell us about your service so we can share your stories in our ongoing Advisors Who Serve(d) slideshows.

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  Advisors Mulling a Move Should Check the Elephant in the Room

  By Gil Weinreich, AdvisorOne  |  May 10, 2013

  Conversations about career transitions tend to focus on the advantages of making a move while ignoring the risks of moving, Cetera says.

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  Advisors More Likely to Switch Firms With Family’s Approval

  By Gil Weinreich, AdvisorOne  |  May 9, 2013

  Memo to recruiters: A focus on the financial advantages of switching firms may ultimately be less effective than demonstrating how a move might improve the advisor’s work-life balance.

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  Warning: Micromanagement Doesn’t Build Successful Firms

  By Angie Herbers  |  May 8, 2013

  You hired them, you trained them and you coach them. Let employees do their job.

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  New Hire Roundup: Marcus Goes to Genworth

  By Marlene Y. Satter, AdvisorOne  |  May 8, 2013

  This week in new hires, Joel Marcus joined Genworth Wealth Management and Direxion brought in Patrick Rudnick as CFO.

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  Middle-Age White Guys Need Not Apply: AIG’s Advisor Group Diversifies Recruitment

  By Joyce Hanson, AdvisorOne  |  May 7, 2013

  The traditional image of the wirehouse-trained advisor serving strictly HNW white males is giving way as women challenge assumptions about who the average investor is.