Even with all the advancements in artificial intelligence in the past few years, Financial Planning's new research shows ...

Advisors are going to need more nonfinancial skills in an industry that is shifting away from simply offering investment advice, according to Brian Mora, head of experienced advisor recruiting at ...

In the 1999 comedy classic "Office Space," two management consultants, Bob Slydell and Bob Porter, are hired to make a company, Initech, run more efficiently, mainly by reducing employee head count.

The qualities that make someone a great financial planner go far beyond simple technical knowledge. Reflecting that, the Financial Planning Association (FPA) launched a new behavior-based "Competency ...

Financial advisers have a significant opportunity to serve high-net-worth clients by elevating their capabilities, delivering ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

Learn when and how to switch financial advisors.

After serving as interim chief, the longtime FPA leader is officially stepping up amid a period of change for the association ...