Creative Planning's Peter Mallouk reveals to Michael Kitces what he plans to do with the outside capital the firm's received from private equity firm General Atlantic.
This episode looks at LGBT issues from two different advisors: one who stayed in the closet at his advisory firm, and another whose son came out as gay at a young age. Both now advocate for and celebrate the LGBT community.
Wake Forest University and Kaplan will begin offering designation and other courses aimed at financial services professionals at the university's new fintech hub in Charlotte, N.C.
UBS and Bloomberg are pushing the success of 'Girls Take Wall Street' past Manhattan and into other major cities, such as Sao Paulo, Zurich and Johannesburg.
The firm has developed a new program to prepare recent graduates and career changers for its formal advisor training program, with an emphasis on financial planning.
Out of sheer necessity, Julia Carlson went from lead advisor who ran her own firm to business owner almost overnight. Here's how she did it, and how that helped her company grow.
Advisor Laila Pence went from living in a mansion in Egypt to selling hot dogs on the Staten Island Ferry. Listen to her story of overcoming adversity to managing a $1.5 billion advisory firm.
