Diversity and equality

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

Planners have picked up some bad habits over the years. Here’s what do to about it.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

As technology reshapes the financial world, conditions should improve in wealth management.

The right strategy can help minimize their future estate taxes.

Regular meetings can yield honest client feedback and advice on nearly everything about your firm. But it’s not as easy as just asking a few people to join you for coffee.

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

He is the latest in a string of high-profile men to lose their jobs after accusations of mistreating women.

"Real diversity and inclusion is when we achieve gender parity and adequate representation of ethnic backgrounds," says Monica Giuseffi, principal of financial advisor inclusion and diversity at the firm.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

As technology forces rapid evolution, conditions will improve for entrepreneurial women.

Finding success has gotten a lot harder for young advisors today, says Raymond James Complex Manager Tony Barrett.

No one organization can do it on its own, FPA President Shannon Pike said.

It's a draining process for clients, but financial planners can provide real support.

When experienced advisors mentor new planners, they transform the profession in the process.

Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.

Kobby Okum of Edwards Jones details what his greatest challenge was as a newcomer to the profession.

Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.

RIA owner Allan Boomer shares his experiences of finding success as new member of the profession.