Professional development

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.

ADHD can cause a slew of financial woes for clients, leaving them feeling overwhelmed, frustrated or emotional. Here is how advisors can help them build their confidence and stay on track.

An albeit smaller sample of financial advisors participating in FP's Compensation Survey nevertheless reflected the industry-wide trend around gender pay gaps.

RIA deals can falter at the finish line if the acquiring advisor fails to think about financing at the start.

Financial Planning's Compensation Survey measured the total pay of hundreds of financial advisors and, perhaps more importantly, the lessons they would share to aspiring planners about forging a successful career.

Members of the Women's Alliance of Financial Advisors saw a need to launch a specific program of mentorships and discussions focused on young people and career-changers entering the field.

JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.

It is important to be committed to the work you do, but according to these five advisors, going about your daily life can also result in landing clients.

Women pursuing career milestones like opening their own RIAs could fall into traps based on those comparisons — or use them as inspiration and research.

Negotiating with hospitals, investing in HSAs early, and having a plan for emergencies are all ways experts said advisors can help clients navigate the complicated health care landscape when clients are in debt.

Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current level of specialization.

Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.

Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.

John Evangelista took inspiration from his mother's financial plight to carve out a niche serving university employees.