Career advancement

We asked what experienced planners wished they knew when they started out. Here's what they had to say.

Lindsey Swanson’s career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Floyd’s slaying led to industry leaders promising to prioritize matters of diversity, equity and inclusion. Here’s how far some of those promises have gone.

The veteran advisor who was inspired by her mother takes another step for women in the industry.

Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.

Greg Girasole and Alex Kriete, who the bank brought in last year to oversee a new digital-assets group within its wealth management division, are striking out on their own.

The Future Proof Festival has announced eight new featured speakers who buck the status quo.

There are now 17 participating schools to bring the program to students in more parts of the country.

Throughout Black History Month, Financial Planning has covered how the industry continues to confront its diversity issues while acknowledging all of the work that still needs to be done.