Practice

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.

When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.

The firm says former employee John Lockette agreed to have disputes heard in a private forum when he did not take advantage of an opt-out provision.

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.

Scheduling freedom allows for more time with the kids, say those in the industry.

Mutual fund costs have fallen to 48 basis points in 2016 from 77 basis points in 2000 for plan participants, according to data from Investment Company Institute.

Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.

The largest IBD network is integrating data analytics into its recruiting and client leads after embarking on other major changes in recent months.

The investment gives the world’s largest asset manager a focus on small-time investors.