Holistic financial planning

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.

Many want to work as holistic planners, but common, entry-level jobs can easily lead to dead ends.

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

Helping clients navigate life choices is critical for differentiation.

Attending to clients' non-financial needs helped propel Merrill Lynch advisor Dane Runia to No. 1 on the Top 40 Under 40 ranking.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

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

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

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

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

The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.

When it comes to planning, hitting financial goals is only part of the story.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

Financial planners need to recognize that next gen clients are consumers first, investors second.

The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.

Revenues have slumped, but what’s rising may be a better indicator of the years ahead.

Finding that investment unicorn is growing increasingly difficult — precisely because advisers have fewer advantages over one another, Michael Kitces says. But there’s a way to finesse it.

Technology is getting faster and smarter. Luckily, advisers have a natural-born defense — but first must learn how to use it.