Practice

The two big wirehouses back the CFP Board’s move to strip out its 'fee-only listings.

All in all, a government shutdown would be a major irritant, but would not have much impact on our clients or commerce in general. The trouble starts if the government defaults on its debt.

With Congress showing no sign of consensus, the government shutdown is instilling fear and unease among those from Main Street to Wall Street. Financial advisors are no exception. Here’s how advisors and industry experts are reacting to the fiscal standoff.

As Septmber draws to a close, we've gathered together the most popular stories of the month. Don't miss the top five.

With the close of September we've compiled the most popular stories from the month. Check out the top five.

As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

Two planners who are suing the CFP Board amended their complaint to seek unspecified damages in addition to earlier claims seeking an admission of fault from the board as well as the quashing of a public sanction for calling their practice fee-only.

Few firms have provided staff members with formalized career paths. This disconnect creates significant untapped potential for firms to better harness their human capital -- by actively engaging their teams for growth and greatness.

For most retirees, the basics of family planning are simple enough, but planning for the needs of a disabled child who may live another 50 years or longer is especially difficult.

Morgan Stanley has gotten a lot of heat over "pre-approved content" to be used on social media by the firm’s financial advisors, but there are several reasons it is actually an advantage, says head of digital strategy Lauren Boyman.