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 ...

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 ...

Every generation demands something different of financial advisors. Next-gen investors are often defined by their relationship to technology, which provides both challenges and opportunities for ...

One of the main benefits of working with a financial advisor is receiving a personalized client experience. And what adds ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

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 ...