Professional development

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.

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.