Proactive ways to attract and retain diverse talent from Plancorp's chief talent officer.

The CFP Board Center for Financial Planning will concentrate on pro bono and research work, while the CFP Board of Standards will focus on certifying advisors.

What's driving RIA valuations? These factors are what smart buyers look for, and smart sellers keep in mind at all times, says Dynasty's CEO.

In a settlement, FINRA said the firm mistakenly believed that third-party b/ds executing the trades were responsible for spotting potential market manipulation.

Adult children need to start having conversations now with aging parents about their finances.

Mercer has updated its messaging, images and colors to better reflect its position as a national RIA with an integrated approach to financial planning.

Will you still be advising them?

The total number of CFP professionals topped 95,000 for the first time. While the percentage of women and racially diverse certificants grew from the previous year, the pool continued to mirror the industry’s diversity as a whole.