Client relations

Scheduling freedom allows for more time with the kids, say those in the industry.

A good financial advisor can add tons of value. But, “good” is a subjective term.

Aside from filling an obvious gender gap, new evidence is emerging about the reasons why firms should promote diversity.

When a prospective client asks, "So, what do you do?" you have 30 seconds to make a great impression. Here's how to respond.

Is hourly and standalone planning misguided? This advisor says yes.

The winner's charity will receive $5,000 grant and the advisor will be recognized alongside a runner up.

The uncertainly of regulation and their own survival is at the root of advisors’ stress, but there are also some positives of the job.

"We're told that good advisors stay away from politics, but I disagree," says one advisor.

Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.

An FPA conference's keynote session began with Tai chi and classical music.