A leading advisor at Wells Fargo Advisors found a successor as the result of a WFA apprenticeship program. WFA’s Associate Financial Advisor program is one of the firm’s next-generation talent ...

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.

The Financial Advisor Training Institute announces a new milestone in guaranteeing a base salary of $50,000 for graduates of the program while bolstering a 85% success rate and a 100% placement rate.

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

In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and ...

LPL Financial has launched a new support program to help affiliated advisors serving in the military maintain the stability of their practices when they’re called to active duty. Under the Military ...

Financial planners often enjoy autonomous and lucrative careers, but breaking into this rewarding profession can be ...

A financial plan is essential to achieving your financial goals, whether they include buying a home or simply going on ...

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 ...

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 ...