Professional development

Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the organization.

The flow of financial advisors to the independent channels is certainly accelerating. But the traditional brokerage giants still offer advantages for some teams.

The annual SmartAsset study reveals how the industry extends far beyond Wall Street's geography.

Also this week, LPL picks up teams from Cetera and Ameriprise and Stifel draws from Merrill

That giant question could bring any number of different answers based on a variety of factors. Here's how four experts break it down.

Conventional wisdom says that financial advisors choose to work in areas based on factors like the presence of wealthy families. That doesn't seem to be the case in a post-pandemic world.

The new rules, set to take effect May 23, will allow CFP applicants to forgo a more intensive review process in certain circumstances.

"The Four Money Bears: Berryville" will challenge fifth-graders or older children to run a successful business by building inventory and a loyal customer base.

Also this week, Hightower invests in a large RIA and Bernstein names a new head of wealth management.

Despite the notable flows and valuations, some sellers get locked into an ill-fitting parent firm without many options for getting away.