Chelsea Emery

Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.

There’s a fix, but many firm owners are reluctant to make the investment.

The mutual fund giant's head of wealth management technology says there's a way to improve how financial planning tools work together.

Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.

Here's what keeps planners from following the advice they give clients.

I recently came away disappointed from a meeting with a financial planner I’d considered hiring.

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.

The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal.

Advisors have a responsibility to draw them into discussions about end-of-life financial planning.

Shifts in the annual ranking of the nation's independent broker-dealers show how pressure on IBDs is intensifying.

There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.

Financial planning professionals tell us sexual harassment is pervasive. Can that change?

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.

Which industries have the highest prevalence of unwanted sexual conduct in the workplace? Will the #MeToo movement have a lasting impact? Key findings from a SourceMedia survey.

An industrywide study of the impact and implications of sexual harassment reveals striking implications for the modern workplace and a path forward.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.