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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 ...

UBS hopes that revamping its training program in concert with expanding its Wealth Advice Center staff will provide a pipeline of new advisors and enable it to serve more mass affluent clients. UBS ...

The Financial Advisor Training Institute sponsors career changers for the Series 7, the step that stops most people from becoming a financial advisor. Its 14-week online course pairs securities exam ...

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 ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Nowadays, you can find many people who call themselves ...

You might be able to get free financial advice with a pro bono advisor or credit counseling agency. Your bank, brokerage firm or 401(k) provider might also include advising as part of the services you ...