Professional development

Whatever planners learned when they were trained for the job decades ago is most likely outdated.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

Veteran financial advisors need to play an active role in coaching the next generation. Are you an effective mentor?

Here’s how one firm structured compensation in a fair and completely open way.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

The agency is using alternatives to enforcement actions such as targeted exams, deficiency letters and a self-reporting initiative.

Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.

The regional broker-dealer is gearing up for another big recruiting year in 2018.

Firms can bring in great talent while assisting prospective CFPs with the experience requirement needed for the designation, according to a panel of experts at the board's Registered Program Conference.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

Changes to how the group educates advisors is just one of the many transformations in the offing.

Commission prioritizes retail investors as OCIE issues its must-read compliance letter.

This is the second time in recent weeks that the firm has poached talent from the wirehouse.

Advisors have been ditching some of the larger firms for greater latitude.

The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.

The regulator outlined the top priorities for 2018 examinations.