Professional development

AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors.

Cetera also names the next president of its wealth management division and Corient scoops up a $7.9 billion RIA in Maine.

Independent firms are going beyond traditional wirehouse compensation packages to promote collective partnership and reward incoming teams.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

A former veteran UK-based planner and a behavioral analysis expert penned a practical guide for financial advisors on implementing "EI" into their practices.

Mentors encourage and inspire — sponsors take action to speed women's way up the leadership pipeline.

The standard-setting group is mulling increasing continuing education requirements and requiring that CFP aspirants have certain types of financial planning-related experiences, among other changes.

Amplified Planning is expanding beyond the Externship into a new four-month course and a monthly subscription service for outsourced professional development.

Homrich Berg also acquires a $6.4 billion RIA and Hightower takes a stake in an $800 million advisory practice.

Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.