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 ...

Breanna Rae Blaney, a former vice president at Dimensional Fund Advisors where she directed the Life, Invested educational program, has launched her own initiative, the Anya Institute for Human ...

Ubiquity Retirement + Savings, a nationally recognized provider of flat-fee small business retirement solutions, today announced the launch of its Advisor Partner Program — a structured initiative ...

Enhanced SDBA structure enables financial advisors to deliver professional, model-based portfolio management inside workplace ...

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.

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 ...

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 ...

The latest enhancement ensures AI is embedded end-to-end across the proprietary platform, Prudential Advisors Connect. The platform's lead offering includes Gen AI-derived customer insights. AI uses ...

Wealth managers explain how building the better advisor training program ultimately makes them more competitive.

NAIFA and Fairway Home Mortgage have launched the Certified Home Equity Advisor credential for financial professionals. The eight-hour program trains financial advisers on integrating home equity into ...

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 ...

Vanguard Digital Advisor offers convenient automated investing tools for beginner and hands-off investors, but its lack of human guidance and portfolio customization might be too limiting for more ...