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Posted on August 22, 2026
Attract. Retain. Reward: What the Next Generation of Advisor Talent is Looking For in Professional Opportunities
At FP Transitions we’ve had a certain mantra when it comes to talent: attract, retain, reward. However, before an advisor becomes an industry leader, they cut their teeth as interns and junior planners. It took time for them to develop their...
Posted on August 5, 2026
How AI Tools Are Supporting Capacity and Profitability in Financial Advisory Businesses
Artificial intelligence tools are prevalent in many aspects of our lives and our work, regardless of industry. When applying them to relationship-based businesses, like financial services and wealth management, however, the value is rooted in how...
Posted on June 16, 2026
New Research Reveals What the Next Generation of Financial Planners Wants from Employers
The survey, conducted by FP Transitions and the FinServ Foundation, found mentorship, meaningful work and clear career paths are essential, while students view AI as both an opportunity and a potential threat to entry-level development
Posted on February 17, 2026
Why Compensation Conversations Are a Leadership Strategy, Not an HR Exercise
These conversations can serve as touchpoints for deeper engagement, strategic alignment and long-term value creation.