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Under AmeriFlex's new program, an advisor sells 30-40% of their current revenue to the OSJ in exchange for a check. The program was created with Larry Roth, industry consultant and longtime IBD exec.

The Equity Collective includes units of Goldman Sachs Group Inc., Bank of New York Mellon Corp., Pacific Investment Management Co. and Prudential Financial Inc.

Coaching is an investment, and you want to get the most from it.

It's imperative that industry leaders actively encourage employees to take their down time if they want to drive success in their firms.

Amid a banner year, it may feel counterintuitive to even think about disrupting momentum—but it may be wise to do just that.

Advisor Emlen Miles-Mattingly had some encouraging words for young financial professionals from diverse backgrounds: 'You can make it in this career,' he said, speaking at the Diversitas symposium.

Your story is what sets you apart from everyone else. Embrace it.