The financial planning profession has a people problem. According to recent McKinsey research, the number of financial advisors is expected to decline significantly over the next decade, and we’ll be ...

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 ...

Amplified Planning, the advisor training provider led by award-winning financial planner Hannah Moore, has expanded its offerings with two new programs to equip newer advisors for career success. The ...

Smaller advisory practices that are eager to bulk up their teams but unable to set aside the time and tap into the other resources it takes to train them just got a new possible solution. In addition ...

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 ...

In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers the ...

Through partnerships with ActiFi and Greene Consulting, Osaic strengthens its support for financial advisors in delivering holistic financial planning and wealth management The Osaic Wealth Advisor ...

Financial advisors can play a role in training the next generation via internships, but poorly run programs can hurt firms and discourage interns.