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 ...

In the more than two decades she has been in financial services, Katrina Lessard has had her share of industry coaching and training. But nothing comes close to what she has experienced with The Elite ...

Linscomb Wealth (LW), a Houston-based wealth management firm offering holistic investment and financial planning services and ...

Wealth management platform Osaic recently launched its Wealth Advisor Academy, a professional development initiative for financial professionals. The program is live after a six-month pilot and is ...

Amplified Planning, the advisor training provider led by award-winning financial planner Hannah Moore, has expanded its offerings with two new programs to equip newer advisors for career success. The ...

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 ...

UBS might want to hang up a “We’re Hiring” sign. The wealth management company is accelerating efforts to recruit hundreds of financial advisor trainees for its revamped training program and to vastly ...

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 number of registered investment advisors has been growing over the past decade at an annual rate of 2.4% while advisor headcounts at other retail advice channels have shrunk, according to research ...

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...