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 ...

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 ...

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 ...

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.

The College for Financial Planning is helping more financial professionals raise their cache of credibility with clients with the launch of a new training program on its platform. The Kaplan company ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

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 this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

Hannah Moore, owner of Richardson, Tex. wealth management firm Guiding Wealth, didn’t set out to build an online training program for new financial planners. But back in 2020, as the pandemic forced ...