The academic landscape for financial planning is shifting rapidly. Here's where to find the next generation of advisors.

If your firm's home page looks like it's stuck in the 1990s, you're likely driving away prospects and employees. Here are 7 rules for making an upgrade.

For some planners, there is nothing more difficult to answer than, 'Do you have long-term care insurance?'

When the CFP Board embarked on an ambitious four-year, $40 million marketing campaign to boost public awareness of its certification, the group knew that measuring effectiveness would be an integral part of the effort.

Financial advisors on the East Coast have solid reasons to be worried about Hurricane Sandy – and even those far from the wreckage should be concerned, too. Advisors’ and clients’ safety rank first, but advisors also have to be concerned about their offices and property, as well as those of their clients’ and their clients’ relatives. As vital as proper insurance coverage is, it often will not cover all losses, nor losses from the disruption of business. How prepared are you and your firm to deal with a major disaster, like Sandy? Far too many advisors have no disaster recovery plan to rely on for times like this. Here are 5 questions to consider regarding you, your firm and your clients after the worst of the hurricane strikes.

Strict new reporting rules on global assets and earnings is prompting blowback from financial institutions.

Legend Financial Advisors has found success through monthly webcasts, focusing either on a financial planning or investing topic, sometimes chosen based on demand from a client.