Career advancement

Saperstein, the president of the big bank's star wealth unit, to be head of wealth and investment management.

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.

A decade after taking a chance to bring his wealthtech vision to life, the soft-spoken leader who values the work as much as the reward still wants to get his hands dirty.

The Practice Intel growth platform made its debut this week with some well-known names at the helm and a mission to quantify crucial parts of the advisor-client relationship.

The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.

New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.

The combined organizations will represent roughly 20,000 financial professionals.

New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.

New research from Edward Jones suggests that emerging adults value comfort over money and aren't letting the lean times bring them down.

The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.

A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.

During Nitrogen's 2023 Fearless Investing Summit, the two-time Super Bowl champ gave a keynote address on leadership and life on and off the field.

New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

The appointment comes amid the organization's push for 'title protection' for financial planners.

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.

The annual event returns with a theme that highlights the significance of inclusion in recruitment and retention efforts for lasting organizational change.

Francis Kinniry of Vanguard and Brie Williams of State Street Global Advisors SPDR give advisors looking to survive the industry's next evolution some beachside advice.

A former mentor who already made the move to Janney Montgomery Scott says the Market Street Advisors group will find both freedom and support.

The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.