Professional development

Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.

Press an "easy button" for an internal succession or go the harder, often more lucrative route of leaving an employee brokerage to sell an independent practice? A new report from one recruiting firm shows which lane most advisors choose.

Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth client, from golfing to finding the right CPA.

Financial Planning's August 2026 continuing education quiz is now open to subscribers. By successfully completing the quiz, advisors can earn one hour of CE credit to maintain professional certifications.

Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.

From 19th-century financial panic to reimagined Charles Dickens, here are the vacation-worthy books according to some fintech execs.

A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.

Beyond numbers, data and spreadsheets lies the real value of financial planning: building human connection to help clients reach their goals.

Building client trust is a top priority for an advisor. But when advisors spot potential mental health struggles in clients, what should they do?

Four professionals on the ground weigh in on the lasting lessons they took away from their worst client meetings.

From showing up authentically to understanding oxytocin, a session at this week's CAAFP held by The American College of Financial Services called into question some traditional industry approaches to planning.

Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.

Two presentations at The American College of Financial Services' CAAFP discussed how successful careers in the industry require both technical and emotional skills.

Many factors work against women when they're saving for retirement, such as lesser lifetime income and career breaks for caregiving. Here's how advisors can keep their roadblocks in mind when planning.

In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising profession.

Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.

Subscribers can earn one CE credit toward recertification by successfully passing the monthly 10-question quiz that tests general knowledge of financial planning.

At Diversified Trust, the former CEOs aren't a problem. They're part of a strategic leadership change.

Pat Brown of Creative Planning and Financial Literacy for Student Athletes is pitting competitive players against each other as part of his new "Athlete Finance League."

Six advisors reflect on what they wish they'd known earlier — from speaking up sooner to thinking longer term to learning that the best question beats the best answer.