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 ...

"In my first years as an advisor, 90% of my revenue came from our unaligned leads program, and my three junior partners are having a similar experience," says Edwin Wincek, financial planner with ...

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 ...

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 ...

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.

With over 34.8 million small businesses in the U.S. and fewer than 5% of advisors adequately trained to meet their complex needs, SBWA™ addresses a major gap in the financial advisory market. The ...

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 ...

Raymond James is reinforcing its appeal as a destination for independent advisors with a new advisory practice financing option. The firm's equity financing option, unveiled Monday, is designed to ...

Natalie Campisi is a senior journalist who covers personal finance, balancing timely news with in-depth enterprise reporting. Her mission is to make complex financial issues clear and accessible for ...

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 ...