Professional development

Accounting needs to evolve in order to face a new reality.

As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm's reputation for stability and advisor choice.

When bad advice scuttled his parents' retirement, Aaron Cirksena embarked on a mission to provide sound financial planning to as many people as possible.

With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.

More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.

The ban comes amid heightened regulatory scrutiny of firms' messages on services like WhatsApp and posts on social media sites.

Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach.

To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.

More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.

Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.