Holistic financial planning

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.

When it comes to planning, hitting financial goals is only part of the story.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

Financial planners need to recognize that next gen clients are consumers first, investors second.

The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.

Revenues have slumped, but what’s rising may be a better indicator of the years ahead.

Finding that investment unicorn is growing increasingly difficult — precisely because advisers have fewer advantages over one another, Michael Kitces says. But there’s a way to finesse it.

Technology is getting faster and smarter. Luckily, advisers have a natural-born defense — but first must learn how to use it.

Advisers "have to adapt to a new America," says TD Ameritrade Institutional President Tom Nally.

It's the most important service an adviser can provide, experts say.

What a divorce lawyer-turned-adviser can teach other planners about navigating difficult conversations.

Your emotional intelligence, or EI, affects portfolio planning as well as professional relationships. Here’s how to develop and harness this powerful tool.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

Even as more planners see opportunities in the rule, a large cohort are reconsidering their careers.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.

Positive psychology might be the key to determining just what a client needs.