Kitces’ NPR Announces First CFP Exam Scholarship Winners
New Planner Recruiting's inaugural CFP Exam Scholarship awarded three recipients with an exam fee reimbursement for 2014.
Caleb Brown, Next-Gen Bridge Builder: The 2014 IA 25 Profile
Brown focuses on career changers and students to help firms reap the next generation of talent.
The 2014 IA 25 on the Next Generation of Advisors and Clients
Advisors and their clients are aging together. What does that mean for the industry?
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Advisors: Are You Ready for the 1 Billion?
That's the number of women expected to enter the work force over the next 10 years. Are you prepared to work with them?
Michael Kitces Launches Recruiting Screening Tool for Financial Planners
New Planner Recruiting announced it has launched a standalone service to offer screening of financial planning candidates for advisory practices.
Think Big, Stay Small: How Outsourcing Can Grow Your Firm
We’ve found outsourcing to be so beneficial to the growth of an advisory firm that we build systems into our client firms to create trigger points that tell us when to bring in specific outsourcing partners.
As with the rest of the country, the financial planning profession is graying, and the entrance of 20- and 30-something young professionals is causing a substantial shift in the makeup of the work force.