Professional development

Once selected, the chapters will begin a two-year centralized testing process.

Keeping up with all the options isn’t always easy, but it’s important, according to the custodian's vice president of digital strategy.

Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.

A young advisor put her faith in letters and numbers until a client set her straight.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

What advisory firms need to know about getting the most out of their team.

Employees clearly preferred, and felt more comfortable wearing, more relaxed clothes every day. Even better, the switch improved client relations .

When the board's new Code and Standards take effect in October, fee-only advisors will be expected to step up their compliance operations.

Fixing the results of job-related stress could mean working less or doing more work you enjoy.

Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

While seeking input on how to better nationally integrate operations, the FPA has scrapped the idea of wrapping all chapters into a single legal entity — for now.

President Andy Sieg sees room to add to the firm’s ranks in novel ways.

Nina O’Neal is set to launch the Female Advisor Network, joining a number of planners taking diversity matters into their own hands.

There are some surprising similarities between the manufacturing industry and a planning career. Here's what you need to know before you start either one.

About 63% of industry professionals say they’re interested in working for a new firm.

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.