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Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.
February 25
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The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.
February 25
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Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.
February 24
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Advisors are only human, and mistakes are bound to happen. But missteps, for all the pain they can cause, can also help an advisor — and their practice — grow stronger.
February 24
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Wescott and Moneta Group present helpful examples of paths for financial advisors and other employees that experts say are essential for growth.
February 19
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From the Bible to best-selling books, the NBA player turned business owner credited his success in part to his voracious reading habit.
February 18
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The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.
February 12
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Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.
February 10
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Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymond James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as an asset.
February 10
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The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.
February 9
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
February 6
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Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
February 5
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The language that financial advisors use in their first interactions with prospective customers could make or break the relationship, according to an expert.
February 3
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In the coming weeks, the CFP Board will launch a working group to reconsider whether a bachelor's degree should remain a requirement for CFP certification.
January 29
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As valuations continue to rise across the industry, more firms are using compensation to invest in their top talent and future growth, Succession Resource Group says.
January 27
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Advisors can maintain professional certifications while keeping up to date on important issues in tax planning, compliance and more.
January 23
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Looking for a new challenge, Mark Seither found the complexities of pilot compensation and tax planning to be a niche that energizes him.
January 23
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An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to address the challenge.
January 21
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K. Dane Snowden initially joined the CFP Board as chief operating officer in 2023 and replaces outgoing CEO Kevin Keller.
January 21
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Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.
January 20
