There are five roles on the career path to becoming a financial planner: analyst, associate advisor, service advisor, lead advisor and partner, according to the CFP Board.
Here’s the key to honestly assessing your strengths and weaknesses.
The family office model has found new life in the independent space, where the ability to deliver customized solutions is drawing top advisors—and their high-net-worth clients—out of the wirehouses.
Kenneth Robinson uses his knowledge of Ohio public sector employee issues to serve that niche of workers as a financial advisor.
Financial planner Pamela Capalad has built a unique practice by leaning into millennial stereotypes.
No, but young moms say supportive partners, team-based practices and flexible work schedules are key.
A Conversation with Jim Gold, CEO and Founding Partner of Steward Partners
Harold Evensky wrote the book on holistic goals-based wealth management in 1997.
Little wonder finance has such a long way to go to make up its shortfall of women in top jobs.
Hilary Hendershott uses traditional financial planning, a coaching program and a podcast to serve her clients and help empower women.