Growth strategies

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

A handful of insurance companies are remaining in the adjacent field or boosting their holdings, even as many of their rivals sell off most of their advisory businesses.

The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

Merrill president and co-head Lindsay Hans said the firm is well-positioned for the "largest asset-gathering opportunity that FAs have seen in decades."

Competitors and critics in an industry fragmented between large and small firms and obsessed with organic growth question the increasing exclusivity and fees.

Using FP's criteria, data partner COMPLY scraped together a listing of the biggest firms that provide financial planning services but don't accept commissions.

Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.

The CEO of the 10-year-old hybrid RIA sees opportunity ahead to scoop up smaller practices in a tougher environment for buyers.

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.