Telling yourself that you are the best is the first step toward becoming an elite advisor.

The 2019 CFA exam will include questions on financial technology, including cryptocurrencies and machine learning.

While the natural impulse is to explain death in hopes of lessening pain, this is often unhelpful to clients or even alienates them.

SIFMA President and CEO Ken Bentsen said he largely approves of the SEC’s Regulation BI.

The virtual training encourages advisors to improve their communication and financial planning tools.

Financial planning will continue to be an advisor-led process but Aite Group says firms are missing out on an opportunity to target other client segments.

Their optimism may be their demise.