Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

More recently, a decline in the ranks of advisors appears to be more a result of advisors retiring than firms cutting back, with virtually all wealth management firms lamenting that demand for ...

Next-generation advisors working as employees at registered investment advisor firms are encountering an unpleasant challenge, which seems to be increasing: restrictive employment agreements ...