Professional development

After the ink dries on the contracts and the press releases are out, wealth management firms still need to put in the work to make a deal succeed. Here's how.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

Swapping spreadsheets for sunblock, thousands in wealth management descended on SoCal for big ideas and for big fun — but mostly for business. Plus, what you need to know about the smaller Future Proof event coming next March.

The industry veteran breaks down the missteps firms make in the pursuit of growth, and how to maintain momentum in an unpredictable environment.

Independent branches are playing a pivotal role in the industry — regardless of anyone's opinion or awareness of them.

A crew of firm founders and game changers now have a seat at the Wealth.com table.

A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.

Advisors weigh in on how to help clients with the financial side of tying the knot — from prenups to budgeting for the big day.

Advisors have until Dec. 3 to opine on proposed revisions to types of misconduct and resulting sanctions.

Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.

Best-case negotiation scenario? You're happy to stay but willing to sell if the price is right.

Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.

If members approve, the Society of Financial Service Professionals and Life Happens would lead rebranded professional education and insurance literacy arms.

High-earning advisors need the edge the latest iterations of digital model management can provide.

It's not about working longer hours, living in an urban area or being older.

Former financial advisor Adriel Tam aims to help the public and the industry understand each other better through the AdvisorCheck service.

The largest annual gathering of Black professionals across financial services championed the reclamation of Black wealth and explained the important role advisors play in the pursuit.

The CFP Board tracks listings on its Career Center job board to identify trends in the financial planning industry.

Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.

Here's how these three women are advancing financial planning in their communities.