Affiliated Advisors launches Synthesis Advisor Program to recruit, retain and advance financial advisors in the independent wealth management industry ...

Working with a good financial advisor can have a profound impact on your financial life. It can mean the difference between retiring at 55 or working until you are 70. It can affect whether your ...

Brian Mora, senior vice president of experienced advisor recruiting, thinks Ameriprise has the antidote to the high dropout rates seen in most industry training programs.

Inflated valuations and a shortage of next-generation advisors have made it more difficult for advisors to form succession plans, but being transparent and offering training for potential successors ...

How Innovative Firms Are Training Next-Gen Advisors. RIAs and independent firms are forming apprentice-style programs to develop junior advisors and offering clear paths to career advancement. By ...

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 ...

Financial Advisor Training Institute has launched a new website with updated branding and user experience focused on educating prospective new students The redesign aims to be modern ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped ...

Speaking with Barron’s Advisor, Moore, 38, talks about the program, called The Externship, now in its fifth year. In 2024, it enrolled 1,175 externs, who paid $397 for the two-month summer program.

Financial Advisor Training Institute has launched a new website with updated branding and user experience focused on educating prospective new students The redesign aims to be modern ...

Financial Advisor Training Institute has launched a new website with updated branding and user experience focused on educating prospective new students The redesign aims to be modern ...

Financial Advisor Training Institute has launched a new website with updated branding and user experience focused on educating prospective new students The redesign aims to be modern ...