With 15 years of experience as a financial advisor, 47-year-old Iuliana Keyes doesn’t seem like the type who would normally benefit from an advisor training program. But Keyes, the sole advisor at Vim ...

Against the backdrop of looming mass advisor retirements and eye-popping attrition rates for new advisors, Affiliated Advisors is today launching an affiliation program to provide next-generation ...

Dallas-based independent broker-dealer Prospera Financial Services has launched a new program that provides advisors with various levels of assistance from para-planners, the firm announced Wednesday.

Daylight is a learning platform equipping wealth and philanthropic advisors with the confidence, competence, and cultural dexterity to thrive in their practice. Our Certified Impact Philanthropy ...

Wealth management platform Osaic recently launched its Wealth Advisor Academy, a professional development initiative for financial professionals. Processing Content The program is live after a ...

The two organizations announced the Certified Home Equity Advisor credential, which will help financial professionals integrate home equity in retirement plans.

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

Prudential is launching a new Hispanic Market Certification Program for the firm's advisors this week, as Hispanic Heritage Month begins. Hispanic consumers represent roughly 20% of the U.S.

New AI-driven capabilities apply data science across the full lead lifecycle – from enrichment and scoring to routing, feedback and advisor enablement The latest enhancement ensures AI is embedded end ...

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...