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 ...

Terry has been in the financial services industry in the independent channel for 32 years. With over 300,000 financial advisors retiring in the next decade, the US faces a growing talent gap in one of ...

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 ...

As the adoption of AI expands across all corners of the wealth space, from wirehouses to RIAs, there's a growing consensus that the technology can help firms get closer to the holy grail of growth: ...

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 question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Senda, a provider of financial planning training for special educational needs and disabilities (Send), has launched a foundation training course for advisers.

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.