Robinhood and TradePMR are starting with a small pilot of their advisor referral program and will launch it more broadly in the second quarter of 2026.

The latest enhancement ensures AI is embedded end-to-end across the proprietary platform, Prudential Advisors Connect. The platform's lead offering includes Gen AI-derived customer insights. AI uses ...

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 ...

Wealth management platform Osaic recently launched its Wealth Advisor Academy, a professional development initiative for financial professionals. Processing Content The program is live after a ...

With over 34.8 million small businesses in the U.S. and fewer than 5% of advisors adequately trained to meet their complex needs, SBWA™ addresses a major gap in the financial advisory market. The ...

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, ...

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 ...

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 ...

Discover four key certifications for financial advisors specializing in the financial needs of seniors, and learn how they enhance expertise in retirement and estate planning.

The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.

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 ...