Professional development

The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.

A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.

During Nitrogen's 2023 Fearless Investing Summit, the two-time Super Bowl champ gave a keynote address on leadership and life on and off the field.

Investing in AI, working in lockstep with sales and keeping finance execs onboard will fuel profitable growth in the long term.

As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

A wealth manager in Cincinnati has little room for new clients, especially one with few assets to manage. Can he turn him down?

The appointment comes amid the organization's push for 'title protection' for financial planners.

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.

It's no easy task to compete with mammoth brokers that may be going after the same clients — but it can be done.

While the three letters have attracted criticism from the left and the right in the past year, constructing portfolios reflecting sustainable values is still in demand.

The annual event returns with a theme that highlights the significance of inclusion in recruitment and retention efforts for lasting organizational change.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

Francis Kinniry of Vanguard and Brie Williams of State Street Global Advisors SPDR give advisors looking to survive the industry's next evolution some beachside advice.

A former mentor who already made the move to Janney Montgomery Scott says the Market Street Advisors group will find both freedom and support.

It's not just for charity. Encouraging volunteer work could actually help financial firms recruit more employees, new research shows.

In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.

From AAI to WMS, there are 242 designations for financial professionals. Here's a quick primer on the most important ones — and how to get them.