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, ...

As CEO Sergio Ermotti says it's almost impossible for the firm's U.S. wealth management business to match rivals' profit ...

For more than 15 years, Karie Swanson has worked in the utility industry. During that time, she has earned a bachelor’s degree in business management with a concentration on human resources and is in ...

As wealth management firms compete for top financial advisor talent and confront the need to recruit aspiring professionals, one company launched its potential solution to those problems. "To me, it ...

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 ...

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 ...

Hannah Moore, owner of Richardson, Tex. wealth management firm Guiding Wealth, didn’t set out to build an online training program for new financial planners. But back in 2020, as the pandemic forced ...

Jeramie Bizzle is a web producer for CBS Chicago. Jeramie began working with CBS Chicago as an intern in 2017 and returned as a full-time Web Producer in 2021. He has previously written for the Austin ...

When the COVID pandemic hit in 2020, the chaos spurred Hannah Moore to look inward and assess how she could really help. “We started looking around at the financial planning space and asking, ‘How can ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...