Wealth management platform Osaic recently launched its Wealth Advisor Academy, a professional development initiative for financial professionals. Processing Content The program is live after a ...

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 ...

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 ...

Buy or build? It’s a decision business owners of all stripes are forced to make nearly every single day and across nearly every single function of their firm. For wealth managers specifically, one ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...

Strong financial advisors typically demonstrate: An ability to build and maintain lasting client relationships. Active ...

The fiscal malaise of state governments is helping expand financial advisor education programs, according to a CFP Board official. Elected officials and higher education administrators have put ...

Becoming a financial advisor is a career path you might consider if you enjoy helping others and have a passion for finance. Like any other profession, there are both advantages and disadvantages to ...

Workplace financial wellness programs are designed to provide information and resources that help employees maximize benefits ...