Professional development

The market doesn’t always play fair. Find out why Spuds Powell is always ready when the going gets tough.

The fintech event producer is riding high after a successful return, but the pressure is on to exceed expectations next year.

Leaders of the network say marginalized advisors will be able to get everything they need at a significant savings over putting the pieces together themselves.

How the financial planner blended personal passions and years of industry experience to find fulfillment.

Taking on the challenges of filling big shoes and finding a new executive director, the practice management consultant has big plans for the organization.

Ric Edelman continues his crypto crusade with a new book and a warning for advisors unwilling to learn about the asset class.

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.