Professional development

As thousands of advisors prepare to join the Schwab family later this year, officials want to remind them exactly what they stand for.

The challenges of studying for three notably difficult tests can pay off for financial planners — especially in today's competitive environment.

Orion leaders are throwing their technology and financial support behind the Foundation for Financial Planning as the nonprofit pursues an ambitious New Year's resolution

The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.

FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.

Even if advisors get a disclosure removed from their records, the damage done online can be difficult to manage.

When it comes to bringing in fresh talent, wealth management has an image problem. Here's how the industry can solve it.

The co-founder of the XY Planning Network offers up best practices for advisors eager to spend more time in front of their clients and less time in front of screens in 2023.

Wealth management still has a long way to go if it hopes to reflect the nation it serves. But advisors say small steps still move us forward.

At Future Proof 2022, the recently designated CFP discussed why the event was different from typical wealth management conferences.