With 15 years of experience as a financial advisor, 47-year-old Iuliana Keyes doesn’t seem like the type who would normally benefit from an advisor training program. But Keyes, the sole advisor at Vim ...

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 ...

When it comes to bringing more young people into the industry, Brian Mora has found that nothing succeeds like referrals — from other professionals and even from clients. To support that contention, ...

Terry has been in the financial services industry in the independent channel for 32 years. With over 300,000 financial advisors retiring in the next decade, the US faces a growing talent gap in one of ...

James Bogart describes his rookie year as a financial advisor for a small brokerage firm as trial by fire. “It was, ‘Hey, you need to go and get clients,’” he says.

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with ...

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.

Christian Allred has been a professional writer since 2020. He's written for some of the industry’s top brands and publications, including Rocket Mortgage, PropStream, Propmodo, and CRE Daily.