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.

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 ...

Wealth managers explain how building the better advisor training program ultimately makes them more competitive.

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 ...

NEWPORT BEACH, Calif., March 25, 2026 /PRNewswire/ -- WealthHawk, a money-in-motion intelligence platform built for financial advisors, today announced it has been accepted into the Financial Services ...

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 ...

In the 1990s, the internet changed the nature of the financial advice industry. Now a few decades later, artificial intelligence is changing it again. Brent Beardsley is the head of advisor solutions ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

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 ...