Seeking charismatic planners for financial road shows; audition required.

Firms now fear that they paid too much up front to recruit brokers during the bull market. They want the money back. What's a broker to do?

Putting CFP, CIMA, ChFC, AEP etc. after your name may not matter for the book you have, but it matters for the book you want.

Tax management and asset protection rank high on the list of services demanded by e-millionaires.

So, you've decided it's time to move up to a new professional designation. How do you go about it—and keep your day job?

...don't do the crime of lying to regulators.

Ambition and lofty goals are critical to success. Oh, and lots of face time with rich prospects.

For the inveterate stock jockey, there is a home.