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At best, the variety increases awareness of what the career can offer. At worst, it lends ammunition to critics who insist the profession isn’t a profession at all.November 1
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Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.September 13
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We’ve reached the point where we need to move beyond the ad hoc approach that has previously characterized professional development.July 15
Founder & Managing DirectorCruz Consulting Group
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Once selected, the chapters will begin a two-year centralized testing process.July 11
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A young advisor put her faith in letters and numbers until a client set her straight.June 7
CEOCapital Benchmark Partners
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What advisory firms need to know about getting the most out of their team.May 24
Founder & Managing DirectorCruz Consulting Group
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While seeking input on how to better nationally integrate operations, the FPA has scrapped the idea of wrapping all chapters into a single legal entity — for now.April 17
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There are some surprising similarities between the manufacturing industry and a planning career. Here's what you need to know before you start either one.April 1
Editor-in-ChiefFinancial Planning
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Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.March 18
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The FPA has a drastic proposal to dissolve local chapters. There may be a better way forward.February 27
ColumnistFinancial Planning
