Professional development

Called Knowledge Hub+, the new learning platform curates insights from more than 30 academics, industry innovators, financial planning experts and practice management leaders.

Brand is more than logos, color palette and images — it's a consistent effort that encompasses every client-facing aspect of your practice, says this marketing expert.

Only one state — Minnesota — has so far adopted the new policy.

Some think the firm needs to become better known if it's to reach its growth goals.

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.

The board's succession committee said the big bonuses were paid out in "the best interests of the company."

Financial Planning's Top 40 Brokers Under 40 rankings recognize the industry's top elite young producers among broker-dealer firms. Nominations are now open for the 2024 edition.

In rare move, passed-up Saperstein to stay on as head of wealth and asset management.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

Saperstein, the president of the big bank's star wealth unit, to be head of wealth and investment management.

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.

The registered investment advisory firm aggregator is seeking a replacement CEO after going private in August.

A decade after taking a chance to bring his wealthtech vision to life, the soft-spoken leader who values the work as much as the reward still wants to get his hands dirty.

The Practice Intel growth platform made its debut this week with some well-known names at the helm and a mission to quantify crucial parts of the advisor-client relationship.

See the ranking of firms like Ballentine Partners, Pathstone, Facet, Savant, EP Wealth and Moneta Group, along with some lesser-known companies.

The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.