Compensation
Compensation
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These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.
October 11 -
Planner Faiza Kedir became the first to use the new affiliation, as independent firms seek to boost their appeal across the industry's spectrum.
October 10 -
A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.
October 10 -
Meaningful progress on DEI initiatives has a real effect on the workforce. We examine the dynamics that drive this conclusion and what it means for companies.
October 10 -
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LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.
October 5 -
Two financial advisors left JPMorgan Securities and one left Capital Group's high net worth unit for the fast-growing midsize firm.
October 5 -
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.
October 5 -
At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.
October 4 -
Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.
October 2 -
The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.
October 2 -
As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.
October 1 -
The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.
September 28 -
Overall, customers expressed greater satisfaction with their retirement plans' websites and mobile apps this year, but experts say there's still much room for improvement.
September 26 -
The asset management, custodial and technology firm made its pitch to teams confronting a consolidating field with a dizzying array of options.
September 25 -
Expanding its footprint at the intersection of tax and wealth management, Cetera faces challenges in the execution of its growth goals, experts say.
September 22 -
The annual event returns with a theme that highlights the significance of inclusion in recruitment and retention efforts for lasting organizational change.
September 22 -
Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.
September 22 -
Veteran recruiter Jodie Papike shares the questions that every independent financial advisor should ask before joining an OSJ.
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Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.
September 20

















