Professional development

Kent Manderville has 700 NHL games and a silver medal on his resume. Find out why that made him perfect for a career in wealth management.

We asked what experienced planners wished they knew when they started out. Here's what they had to say.

Lindsey Swanson’s career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Valuations are growing, but not as quickly. Brand is key. Size matters.

Bidding them goodbye can be tough emotionally and for your business. But here's why experts say some customers have to go.

The college graduate was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory.

Floyd’s slaying led to industry leaders promising to prioritize matters of diversity, equity and inclusion. Here’s how far some of those promises have gone.

The veteran advisor who was inspired by her mother takes another step for women in the industry.

Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.