Wealth Think

As the standard-setting body for CFP professionals, the CFP Board has a critical role in shaping the financial planning profession. Along with the FPA, it has laid the foundation for the past 25 years for the recognition of financial planning and it has worked admirably in enforcing the standards for CFP professionals. …

Advisors can do a better job when it comes to preparing team members to succeed.

One planner says the strategy helps him connect with younger generations, avoid portfolio liabilities and improve transparency. Here are his suggestions.

After columnist (and startup RIA) Dave Grant discussed the challenges of having prospects say no, Chad Smith — an advisor at Financial Symmetry in Raleigh, N.C. — sympathized on Twitter.

The segment may be ready to equal or even surpass its high-net-worth peers in appeal to the financial planning industry.

All worthwhile endeavors require a solid understanding of the advantages and potential pitfalls. Becoming a bank financial advisor is no exception.

There’s a major misperception of what a buy-and-hold investment strategy is, but it's what you buy and hold that makes all the difference.

Firms need to manage millennial employees successfully to leverage their intrinsic talents for the betterment of the organization. Here are a few key ideas to keep in mind.

Regardless of how big my firm gets, we can’t lose the entrepreneurial mindset that got us where we are.

Women are earning more, inheriting more and controlling more wealth than ever before. This is a huge market awaiting every financial advisor, if he or she understands some key points about working with female clients.