Professional development

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.

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?