Professional development

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.

New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.

The organization, launched about five years ago by Troy Prince, is seeking more industry collaboration on its mission of "changing the face of Wall Street."

Firms overly reliant on ultrawealthy clients need to ramp up their digital capabilities to attract the growing segment of clients with between $250,000 and $1 million in assets.

Using FP's criteria, data partner COMPLY scraped together a listing of the biggest firms that provide financial planning services but don't accept commissions.

Competitors and critics in an industry fragmented between large and small firms and obsessed with organic growth question the increasing exclusivity and fees.

The combined organizations will represent roughly 20,000 financial professionals.

New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.

Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.

New research from Edward Jones suggests that emerging adults value comfort over money and aren't letting the lean times bring them down.

These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.