FPA

For many firms, looming advisor retirements and the need to retain client households through the next generations will create difficult problems.

Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated leader.

The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.

Here's how these three women are advancing financial planning in their communities.

The CFP certification costs thousands to finance. Industry groups hope that a new bill will make it attainable for more people.

The first-of-its kind conference is for all Latino or Hispanic-identifying professionals who want to become advisors or grow in the field.

The third title in six years for the respected program highlights how financial advisors and wealth management firms are investing in the future of the industry.

The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.