In the coming weeks, the CFP Board will launch a working group to reconsider whether a bachelor's degree should remain a requirement for CFP certification.
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As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 rollovers to exit on their own terms.
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The new business intelligence service uses several key performance indicators to help advisors decide how to best manage their talent and resources.
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As valuations continue to rise across the industry, more firms are using compensation to invest in their top talent and future growth, Succession Resource Group says.
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Advisors know that a transition plan is important, but many fall into the trap of procrastination.
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A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say human oversight is still essential.
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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
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One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for clients and the business.
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Red flags may abound, but so do arguments for an extended equities streak. Keeping clients on an even keel is crucial.
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Agentic AI will continue to automate financial planner workflows — and that's a good thing.
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As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.
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An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
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LPL Financial aimed to keep 90% of Commonwealth's client assets. But advisor departures have ticked upward.
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As independent brokerages compete for advisors, some offer larger payouts.
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The annual ranking of the fee-only RIAs with the most assets under management — see the top firms.
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This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter most.
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