This story is the third in a series Financial Planning Chief Correspondent Tobias Salinger is writing…
Tag: Professional development
FPA president talks exit planning, priorities and AI
A certified exit planner, Paul Brahim has first-hand experience in the importance of planning for business…
When should financial advisors leave a wirehouse
This story is the second in a series Financial Planning Chief Correspondent Tobias Salinger is writing…
Cites with highest financial advisor pay increase in 2024
Labeling the financial advisor profession and the wealth management industry as “Wall Street” as a shorthand…
When should a financial advisor launch an RIA?
This story is the first in a series Financial Planning Chief Correspondent Tobias Salinger is writing…
COVID-19 changed where financial advisors live. Here’s how
Financial advisors work where the money is, or at least that’s what the conventional wisdom says.…
CFP Board launches expedited bankruptcy, misdemeanor reviews
New procedural rules announced last week by the CFP Board, set to take effect May 23,…
Video game Berryville teaches entrepreneurship money skills
A financial literacy video game designed with the help of planners and other investment experts will…
How financial advisors can avoid bad private equity deals
Private equity investors’ pitches to financial advisors often feature tempting bid prices and promises for the…
How financial advisors can plan ahead to prevent elder abuse
The possibility of dementia or other forms of diminished capacity among older clients begs the need…
How one RIA found its succession plan
Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession…