Financial Planning

Lindsey Swanson's career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Harry Sherdil took his practice independent last year with an ambitious goal stemming from his powerful personal story.

The veteran journalist explains how he has adjusted quickly to a new beat and his plans for the series in future months.

Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.

With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.

The former Hightower and Morgan Stanley executive shares how the major fee-only RIA views the record-setting M&A marketplace.

The Synergy RIA Compliance Solutions founder shares how advisory practices can handle the most important regulatory tasks when going independent.

The CEO of The Williams Group breaks down the many complicated factors involved with discussing generational wealth transfers.