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.

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 ...

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.

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 ...

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 ...

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 ...

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 ...

Advisors anticipate that 2026 will be relatively smooth for their clients' retirement planning despite macroeconomic concerns ...

Edelman Financial Engines offers holistic financial planning and investment management with a dedicated advisor Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

Vanguard Digital Advisor offers convenient automated investing tools for beginner and hands-off investors, but its lack of human guidance and portfolio customization might be too limiting for more ...