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 ...

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 ...

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 ...

The heart of personal financial planning isn’t about predicting the future. It’s about preparing for the unexpected.

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 ...

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

Start building savings, managing debt and investing early in your 20s and 30s. Maximize retirement contributions and refine long-term strategies in your 40s and 50s. In retirement, shift focus to ...

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 | ...