Advisors are going to need more nonfinancial skills in an industry that is shifting away from simply offering investment advice, according to Brian Mora, head of experienced advisor recruiting at ...

Financial advisers have a significant opportunity to serve high-net-worth clients by elevating their capabilities, delivering ...

The qualities that make someone a great financial planner go far beyond simple technical knowledge. Reflecting that, the Financial Planning Association (FPA) launched a new behavior-based "Competency ...

Welcome to Barron's Advisor, The Way Forward: Next Generation, a special series spotlighting the emerging leaders shaping the future of financial advice. Twice a month, we'll be digging into the ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

Learn when and how to switch financial advisors.

Sales is the lifeblood of any business, and complacency can be its biggest threat. It's easy to do what we've always done, ...

On the heels of the stock market's worst June performance since 1930 and the official start of a bear market, financial advisers are calming clients' nerves and preparing them for more bad news.

This is the 19th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Gina Young is an accomplished finance writer who has written for publications including SuperMoney, Examiner, Lexington Law, Talk Markets, and CreditRepair.com. Throughout her career in finance, Gina ...