Professional development

Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.

Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.

Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.

As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major acquisition.

A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.

Financial Planning's latest continuing education quiz offers subscribers the chance to earn credit while staying on top of industry news.

The value of a modern industry event lies in the connections and actionable insights they offer, an IWI study finds.

Departures from the Swiss banking giant show no signs of letting up in a week that also saw LPL Financial and Elevation Pointe announce big deals.

Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.

The CFP Board promised to enhance its review processes after an investigation found major shortcomings. A new analysis of CFP data found that the problem has only gotten worse.

Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.

The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.

Also this week, LPL Financial and Janney Montgomery Scott log recruiting deals while RIA aggregators like Sanctuary Wealth, Beacon Pointe and Carson Group go on an acquisition tear.

Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.

Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.

Financial advisors often place their own health behind that of others, but the firms who help them address it can get an edge in the fight for talent, experts say.

An annual snapshot report tracks the record expansion and changing nature of the growing industry channel fueled by financial advisors and their clients.

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?