As RIAs grow at record rates, it's important to keep pace.

According to the commission’s complaint, Florida-based former advisor and broker German Nino made numerous unauthorized transfers, allegedly using the money to purchase gifts and to pay back a prior victim’s misappropriated funds.

Ensuring wealth is a force for good, in a family and the world, is a team sport. Start training client families now.

Female advisors outinvest their male counterparts when it comes to marketing.

The commission will include five members who do not currently sit on the CFP Board’s Board of Directors, and its chair previously headed a task force that scrutinized the Board’s enforcement program.

Many of today’s most successful advisors have had a change in priorities.