Careers

How to handle HNW female clients who become "suddenly single," College for Financial Planning revises the CRPS designation for the fiduciary rule, and Associate acquires Whitnell.

RBC Wealth Management U.S. targets women advisors, SS&C is offering an online fiduciary course, and a rare blue diamond hits the auction block.

The brokerage believes the future of the business depends on gender equilibrium with the client base, and will begin benchmarking success (and failure) across regions to achieve it.

At the XYPN conference, a panel of young advisors shared how they found, built and developed their niche.

Ed Vargo found the focus of his practice practically by accident. Now, how to optimize it.

Women still only account for 23 percent of CFPs, Michigan financial advisor is arraigned on embezzlement charges, and Moss Adams merges with Hein & Associates.

Financial advisors need to do more to protect elderly clients, active beats passive (this year, at least) and Cal State Fullerton celebrates its TD Ameritrade nextgen grant.

While typically 75 to 80 percent of new brokers burn out after year three, Raymond James is retaining 86 percent of trainees in its employee channel after two years.