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 ...

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 ...

Affiliated Advisors, a leading advisor service and support platform, announced today the launch of Equity Uplift, a proprietary enterprise-value acceleration program built to help financial advisors ...

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 ...

AssetMark has introduced a new multi-stage training program aimed at addressing one of the industry’s most entrenched challenges: succession planning for financial advisors. The initiative, called ...

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.

Rickson stands out with his entrepreneurial spirit in a field that tends to focus on individual advisors. As an advisor and mentor, he’s built a team-based practice by tapping into everyone’s unique ...

Equita Financial Network, a wealth management platform for women-owned, fee-only financial advisors, has launched a succession planning service for its members. The new service, called EquitaFN ...

Charles Schwab plans to launch a new service to help financial advisors who manage modest amounts of money to launch and grow their own independent firms. The Westlake, Texas-based company already ...

COLUMBUS, Ohio (WCMH) — A training program started in Ohio focused on addressing substance abuse is going national. The program, Recovery Within Reach, works to train financial professionals to ...

Learn how robo advisors compare to human financial advisors.

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 ...