Professional development

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.

The firm will rely on training new hires and recruiting veteran advisors to meet its objective.

Tragic experiences led this advisor to find a way to make finance real and personal.

The FPA has a drastic proposal to dissolve local chapters. There may be a better way forward.

Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.

"I would go home at night and question if I added value to anyone’s life that day," writes Ashley Folkes. "The answer was usually no."

A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.

Firms are seeking these three specialties.

The planning association says it needs to undertake “transformational change,” but its latest proposal may just multiply its problems.

Of the promotions, 14 were in the wirehouse's wealth management arm.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.

An unknown number of test-takers viewed results online showing that they had passed, when their results were still under review.