Professional development

Advisory practice sellers frequently wish they had taken more time for important strategic tasks before the deal, David Grau of Succession Resource Group says. He provided a list explaining why the timeline will take longer than many sellers may think.

New rules taking effect next year will require CFPs to earn more credits to maintain certification; FP subscribers have access to a library of more than a dozen CE quizzes.

As a significantly underrepresented group in the industry, Black planners and other wealth management professionals of all backgrounds have been tapping into the Quad-A network and professional development opportunities for decades.

The trends of big profits, consolidation and slow organic growth are creating a lot of contradictions with the pay of financial advisors and other RIA staff members, according to The Ensemble Practice's annual tracking study.

Earn credit toward industry certification while staying up to date on key financial planning topics and strategies.

"The Listening Advisor" author John Gatewood preaches a five-part framework that he says can help financial advisors build deeper relationships with their clients and open valuable careers to aspiring planners.

The days of a few firms hiring a summer intern with vague plans for them to perform menial tasks around the office may be finally coming to an end. Here's how experts say RIAs can create successful internship programs.

Succession planning experts say that the possible next generation of RIA owners need clear communication, tangible career paths and thoughtful compensation plans. But that is often easier said than done.

The latest Fidelity Investments M&A report displayed a trend that dealmakers had already been noticing: RIA buyers are getting more selective. But experts say sellers can still stand out with the right attributes, and they must find the right fit in the process.

In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.

With three years of market appreciation buoying most advisors' revenue generation, Morgan Stanley says: Produce a bit more or see a small pay cut.

Megadeals and private equity transactions usually draw the biggest headlines, but potential acquirers can take their pick from any number of possible sources of financing.

A new study based on a survey of more than 500 advisory practices by The Kitces Report sheds light on how the fastest-growing firms are spending their marketing dollars.

Advisors are still slow to plan for handing down their businesses, in part because of difficulties finding new owners they can trust.

These10 advisors are redefining what it means to serve clients and communities.

Financial Planning Rising Star Marigny deMauriac of deMauriac draws on a counseling background to help women navigate divorce, loss and financial change.

Asked by his own mentor to give back as soon as he could, the Edward Jones advisor has made it a serious mission in his early career.

Financial Planning Rising Star Chukwudi Uraih of Lampados Financial Group helps first-generation professionals and immigrants navigate growing wealth.

Financial Planning Rising Star Cristina Wiebelt-Smith of Gertsema Wealth Advisors left tax season behind for a career centered on planning and service.

Financial Planning Rising Star Uziel Gomez of Primeros Financial built his practice around first-generation wealth builders often overlooked by traditional firms.