Financial Planning August 2016

Hiring is one of the toughest challenges firms face. Are college graduates from four-year programs the answer?

Recent market volatility has pitted advisers against clients over whether events such as Brexit represent a buying opportunity.

Some firms are still hesitant about hiring graduates from college or university programs, but that may be changing, writes Editor-in-Chief Chelsea Emery.

It’s time for professional planners, as opposed to sales agents, to define themselves accurately in the public mind. To do it, you need to use key words and phrases with crystal clarity.

Working with exactly the right type of client will enable you to accelerate your success in a way that working with every type of client never can.

Running a successful advisory practice means those at the top have to look internally, as well as externally.

Gloom and doom do little to motivate clients to save for their post-work life.

"If you're a financial services company and you're not thinking of yourself as a financial tech company, then you're probably in a declining business model," says Rob Foregger, co-founder of NextCapital.

Find out where our annual list of financial planning degree programs at colleges and universities fall on the map.

RIAs snag annual FP Pro Bono Awards for innovative programs.