Professional development

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them

Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.

“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.

It's been hard for me to find mentors, and I've stopped attending most industry conferences.

Planner Lazetta Braxton explains what allies can do to reduce the fear and heartbreak that comes from working in a predominately white profession.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

Now is not the time to disconnect from supportive networks of other advisors.

My training in virology, laboratory pathology and emergency medicine gives me a different perspective of how to manage our society’s new path forward, writes M.D. and planner Carolyn McClanahan.

Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.

It’s one of several ways that the firm is working to keep growth plans on track.

With clients at home in pajamas, It’s time to go virtual.

Which bank wealth management execs are at the top of their game, and how are they coping in the age of coronavirus?

It has taken me eight years of conscious work to be able to discuss this topic so frankly.

Wealth management firms will retain employees when they offer flexibility, not just one-off perks.

More than 245,000 people were registered for the June exam as part of the three-level program to earn a credential from the most challenging test in finance.

You might consider an assistant, paraplanner or even another full-fledged advisor. I won’t debate the importance of these roles, but I would like to offer an alternative for your consideration.

Finding the right collaborator changed my life.

This three-tiered model may help.

Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.

I don't need outside credentials to bolster my credibility — I have my own.