Growth strategies

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.

The leading IBD firm is eager to dominate the entire advisor industry, following another strong quarter for recruiting.

Financial Planning's Top 40 Brokers Under 40 rankings recognize the industry's top elite young producers among broker-dealer firms. Nominations are now open for the 2024 edition.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

A handful of insurance companies are remaining in the adjacent field or boosting their holdings, even as many of their rivals sell off most of their advisory businesses.

The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

Merrill president and co-head Lindsay Hans said the firm is well-positioned for the "largest asset-gathering opportunity that FAs have seen in decades."

Competitors and critics in an industry fragmented between large and small firms and obsessed with organic growth question the increasing exclusivity and fees.