The CFP certification costs thousands to finance. Industry groups hope that a new bill will make it attainable for more people.

In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.

Moves to Osaic, LPL, Raymond James, Steward Partner, Sanctuary and Cresset display how wealth management giants are broadening their appeal.

The company's earnings soared in the second quarter. Dan Arnold's team has more ideas in the works for further growth.

Alfred Edmond Jr., senior vice president and executive editor of Black Enterprise, is confident DEI is here to stay.

The company enjoyed "another strong quarter overall, led by continued growth of our wealth management business," CEO Jim Cracchiolo said.

It calculated that women are 1.5 times more likely to need to move into a new occupation by the end of 2030.

As many firms struggle to retain younger advisors, here's what one firm is doing to solve for succession problems down the road.

Financial advisor Mark J. Dickman had filed his FINRA arbitration case against the firm and officials with Independent Advisor Alliance nearly four years ago.

In an interview, Chairman David Karr discussed the firm's financial advisor training and recruiting approach and embrace of "supported independence."

Social media has definitely made financial advice more accessible, but that doesn't necessarily mean it's all good advice.

The hybrid RIA is "out of the woods" after completing its giant custodial and brokerage transition in recent months, CEO Nate Lenz tells FP.

Employees are more likely to be debt free when they have a financial strategy in place.

For socially-conscious planners, helping high net worth clients grow their wealth can be an alienating experience.

The first-of-its kind conference is for all Latino or Hispanic-identifying professionals who want to become advisors or grow in the field.

Studies examining customer attitudes about their planner's identity often run up against the reality financial professionals say they experience.

A small tweak to business practices could earn many firms in the industry much more in income, and it's hiding in plain sight.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.

J.D. Power's latest study used a different scaling method that brought down scores across the industry among 15 major firms examined in the firm's annual poll.

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.