New Hire Roundup: SIFMA Elects New Board Officers
Meanwhile, global law firm Ropes & Gray announced that Debra Lussier has been promoted to a partner in the firm’s private investment funds practice
Coaches Corner: 3 Ways to Avoid Social Media’s Time Suck When Prospecting
How to keep your social media prospecting from becoming just one more distraction
7 Key Issues for Next-Gen Financial Advisors
We asked a panel of young, rising star advisors at a recent conference what younger investors are looking for. Here are their insights.
6 Coaching Skills All Financial Pros Must Have
Coaching — different from consulting, advising or mentoring — can help advisors improve their practice and their relationships.
More CFPs Needed but Board ‘Won’t Lower Standards’: CFP Board’s Keller
Board will foster growth partly through corporate partners and needs to “get its arms around” the robo-advisor trend, CEO Kevin Keller says.
Schwab Impact Awards Go to 3 RIA Firms, Recordkeeper
Schwab Advisor Services gave its first-ever Best-in-Retirement Business honor in addition to its RIA awards.
‘Strategic’ Lying: To Get the Job, Tell Advisors What They Want to Hear
We don't countenance dishonesty in the employment process. Rather, as a job candidate you should show firm owners that you can help solve their problems.
How Schwab Cracked the Wirehouse Crowd
The indie firm’s consultants will help advisors build their businesses “long before you bring a single dollar to us,” Schwab’s Tim Oden says.
Financial Planning Programs Clamoring for Latina Students
Young Hispanic women have been the "star performers" in William Paterson's financial planning degree programs and are highly sought after by other schools.
Why the FPA Can’t Win in the Broker Market
It’s hard for me to believe that FPA’s scanty record on CFP advocacy is the reason membership is falling while the number of CFPs rises.