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 ...

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 ...

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 ...

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.

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 ...

MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc. (NYSE: AMP) today announced the national launch of the Ameriprise ® Signature Wealth Program, a flexible unified managed account (UMA) that ...

The earliest leaders of financial planning believed compensation structure matters to ensure objective advice that puts the ...

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 ...