Now in its sixth year, The Externship offers an 8-week virtual experience designed to help college students, new advisors, and career changers succeed in the financial planning profession. DALLAS, ...

Jens Pascucci (left) and Dominic Altobelli, both graduates of Merrill's training plan, are on Financial Planning's 2025 Top 40 Brokers Under 40 list. But two brokers on Financial Planning's top 40 ...

The financial planning profession has a people problem. According to recent McKinsey research, the number of financial advisors is expected to decline significantly over the next decade, and we’ll be ...

Fi360, a Broadridge Company, selected the College as the official education provider. The College for Financial Planning—a Kaplan Company—has launched an Accredited Investment Fiduciary training ...

Smaller advisory practices that are eager to bulk up their teams but unable to set aside the time and tap into the other resources it takes to train them just got a new possible solution. In addition ...

Becoming a financial advisor can be challenging, even with a wealth of resources available. My experience in financial advising has been filled with mentors and supportive family members, from Hawaii ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

Even the most technically flawless financial plan can fail—because markets aren’t the real wildcard. Behavior is. As growth pressures rise, advisors are rethinking traditional planning models to ...