Professional development

Industry leaders will show how to safely and effectively integrate AI at Financial Planning's new conference, ADVISE AI. Registration is now open for the October two-day event.

The 30-year industry veteran and coach to financial advisors and executives provides the story of his life in "Confessions of a Wall Street Warrior."

Matthew Edwards changed his firm for the first time in his 25-year career when he launched an independent advisory firm under a new brokerage, RIA and custodian.

The team builds momentum for the firm's recruiting efforts in the West.

A report by Advisor Growth Strategies delves into key concepts the dealmaking advisory firm says the industry doesn't discuss enough.

Crafting financial plans can be challenging when your client has more than one life partner. Here's how advisors can best serve people in throuples, polycules and other types of relationships.

Professor Mara Derderian at Bryant University explains why mentorship is vital to diversifying the male-dominated finance industry.

Paul Reilly is scheduled to hand the reins to his chief financial officer Paul Shoukry next year.

Misconduct categories, new sanction factors and tweaks to the oversight procedure finish a process that started in 2016, General Counsel Leo Rydzewski said.

It's not that most firms lack distinct services and a distinct character. It's that so many are bad at conveying these traits to potential clients.

Financial advice is a crowded field. Experts offer techniques to find new clients and distinguish your business.

Jeff McMillan will be in charge of marshaling the firm's investments in artificial intelligence to drive efficiency.

The reality is that traditional 'one and done' software training is insufficient.

The chair and CEO of the M&T division considers herself a "builder-fixer" and has sought out new challenges and opportunities throughout her more than 30-year career.

Don't lose trust by relying on AI-driven, impersonal digital marketing blasts. Instead, win new clients and deepen existing relationships with these techniques.

With wealth and accounting firms increasingly working together, a seasoned expert from both fields describes the key issues ahead of Tax Day.

Ditch the Monte Carlo scenarios and 20-page reports — today's woman investor expects tangible, actionable advice to reach her goals.

In a new dual role at Emigrant Bank and Emigrant Partners, the veteran RIA dealmaker will advise financial advisors and work across a multifaceted family office.

Barry Sommers comes in for high praise amid his firm's attempts to move beyond the banking scandals of its past.

Carolyn Armitage has witnessed the long-term shifts in the industry over her career. That's part of why she decided to launch a consulting firm, she tells FP.