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 ...

Buy or build? It’s a decision business owners of all stripes are forced to make nearly every single day and across nearly every single function of their firm. For wealth managers specifically, one ...

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 ...

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 ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced enhancements to its Wealth Advisor Academy and ...

In this profession, you help people align their financial resources with their goals, whether that means building security, ...

It's often said that people don't leave bad jobs, they leave bad managers. Nearly 6 in 10 workers who quit said they left because of their boss's management style, according to a recent BambooHR study ...

The fiscal malaise of state governments is helping expand financial advisor education programs, according to a CFP Board official. Elected officials and higher education administrators have put ...

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 ...

JD Power finds AI adoption boosts financial advisor satisfaction, loyalty and productivity as firms invest in technology and ...