Career advancement

Despite recruiting efforts, firms have struggled to bring in new blood, making retention more important than ever.

Cerulli projects independents and hybrids to control nearly a third of intermediary asset market share by 2027.

Called Knowledge Hub+, the new learning platform curates insights from more than 30 academics, industry innovators, financial planning experts and practice management leaders.

Only one state — Minnesota — has so far adopted the new policy.

Some think the firm needs to become better known if it's to reach its growth goals.

According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.

The board's succession committee said the big bonuses were paid out in "the best interests of the company."

Financial Planning's Top 40 Brokers Under 40 rankings recognize the industry's top elite young producers among broker-dealer firms. Nominations are now open for the 2024 edition.

In rare move, passed-up Saperstein to stay on as head of wealth and asset management.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.