[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be ...

Other than satisfying important regulatory requirements, RIAs and their clients can exercise a lot of choice on costs. Here's ...

Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor ...

Many advisors who describe their financial planning model as goals-based and inclusive of incremental steps—one year, five-year, and, yes, 40-year plans—would take issue with that ...

"The FPA Competency Model is about clarity, intention, and giving financial planners the tools to lead with purpose," said 2025 FPA President Paul Brahim, CFP ®, CEPA ®. "We're not just ...

Maisch Financial Group introduces its Purposeful Retirement Roadmap, a strategic financial planning model designed to help clients achieve greater financial security. MOUNT LAUREL, NJ / ACCESS ...

Historically, financial planning in South Africa has been dominated by large-scale institutions, but entrepreneur Barry O'Mahony saw things differently. In 2005, he staked his livelihood on a new ...

Saint Louis University's post-baccalaureate certificate in financial planning and modeling prepares SLU students for careers in financial planning and advising services. Financial planning skills are ...