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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

The earliest leaders of financial planning believed compensation structure matters to ensure objective advice that puts the ...

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 ...

Edelman Financial Engines offers holistic financial planning and investment management with a dedicated advisor Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...