Legislation that would allow the use of funds from 529 college savings plans to finance education and training for professional designations — including financial advisor credentials — is attracting ...

Guided by insights from leading wealth management executives, Focal designed the integration to provide actionable feedback across the categories most critical to client success. The result is a first ...

A trailblazing online course to train financial advisors on how to assist clients with addiction and mental health issues is now available nationwide. Processing Content The Recovery Within Reach ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Beyond technology, advisors say more training and better awareness of available tools would help. More than eight in ten advisors (82%) say that better training and greater awarenss of available ...