NAIFA and Fairway Home Mortgage have launched the Certified Home Equity Advisor credential for financial professionals. The eight-hour program trains financial advisers on integrating home equity into ...

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 ...

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 ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

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 ...

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 ...

AssetMark, a provider of wealth management and technology solutions for financial advisors based in Concord, Calif., has launched a new program to help advisors with succession planning. The program, ...

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 ...

Under the new program, advisors in the U.S. Armed Forces will choose a qualified continuity partner or LPL to service their clients while they’re deployed.

A good financial advisor can materially improve your financial situation, instill confidence, save you time and give you peace of mind. Many, or all, of the products featured on this page are from our ...

Jess Feldman has been writing and editing for more than five years, and has specifically covered personal finance basics since 2020. As a finance editor on the special projects team, she wrote, edited ...

AUM stands for assets under management. Firms obtain more assets to manage as their members make more deposits. A high AUM ...