Professional development

It’s the first fee increase in 5 years, earmarked to fund the board’s new strategic plan.

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.

Greg Girasole and Alex Kriete, who the bank brought in last year to oversee a new digital-assets group within its wealth management division, are striking out on their own.

Inroads CEO Forest Harper and other organizers of new internship and training programs insist a long-term shift is now possible.

The Future Proof Festival has announced eight new featured speakers who buck the status quo.

Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.

There are now 17 participating schools to bring the program to students in more parts of the country.

Throughout Black History Month, Financial Planning has covered how the industry continues to confront its diversity issues while acknowledging all of the work that still needs to be done.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.

A new study finds that race did not play a significant role in how much consumers trust advisors. But gender was a different story.

The “Metrics That Matter” report is a compilation of five articles written by industry pros and academics covering best practices when incorporating metrics into DEI work.