Under the new program, advisors in the U.S. Armed Forces will choose a qualified continuity partner or LPL to service their clients while they’re deployed.

Breanna Rae Blaney, a former vice president at Dimensional Fund Advisors where she directed the Life, Invested educational program, has launched her own initiative, the Anya Institute for Human ...

Dallas-based independent broker-dealer Prospera Financial Services has launched a new program that provides advisors with various levels of assistance from para-planners, the firm announced Wednesday.

LPL Financial LLC (Nasdaq:LPLA) today announced the launch of its Military Deployment Practice Continuation Program, a new support framework designed to help eligible LPL-affiliated financial advisors ...

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 ...

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 ...

Raymond James is reinforcing its appeal as a destination for independent advisors with a new advisory practice financing option. The firm's equity financing option, unveiled Monday, is designed to ...

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 ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

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 ...

Jess Feldman has been writing and editing for more than five years, and has specifically covered personal finance basics since 2020. As a finance editor on the special projects team, she wrote, edited ...