Industry

The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.

Do planners offer enough value to keep tech companies and automated advice at bay?

As individual performers, these people can be very good at what they do. They may have great technical or sales skills but they can sap the spirit and energy out of your firm.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.

The Kansas City Royals unveiled an investor group that includes the Creative Planning president and other prominent hometown fans.

While the acquisition still needs regulatory approval, combining the two companies could be considered “anti-trust” in a different way.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.