Professional development

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.

Two advisors from the RIA space shared why they took a risk and moved abroad — and what they learned from it.

Raise these queries to uncover potential sticking points before your advisory firm signs on the dotted line.

Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?

The popular subreddit is set to hit 16K users as a wave of young advisors goes online in search of honest opinions and advice.

The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.

The move comes amid predictions that clients will increasingly base wealth management decisions on online testimonials and ratings.

The marketing tech firm is teaming up with a crew of remote video pros to help advisors make videos worth clicking.