Affiliated Advisors Launches "Equity Uplift" to Help Financial Advisors Maximize Enterprise Value Amid Historic Wave of M&A and Succession Planning

Affiliated Advisors, a leading advisor service and support platform, announced today the launch of Equity Uplift, a proprietary enterprise-value acceleration program built to help financial advisors ...

AI vs. Human Advisors: What Americans Really Think About Retirement Planning

Americans are increasingly comfortable letting AI crunch the numbers, but they still want a human in the loop for ...
Financial Advisor

Equita Launches Succession Planning Program For Women Advisors

Equita Financial Network, a wealth management platform for women-owned, fee-only financial advisors, has launched a succession planning service for its members. The new service, called EquitaFN ...

Types of financial advisors

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your ...
InvestmentNews

Schwab's big bet on Advisor ProDirect: 'Everything we do is through our clients’ eyes'

Managing director Shawnette Gauer outlined to InvestmentNews how the firm’s new program aims to simplify independence and ...
unr.edu

Personal Financial Planning Program

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...
Due on MSN

What Kind of Financial Advisor Do You Need? Here’s How to Decide

When it comes to making money decisions, it can feel overwhelming. Are stocks a good investment? Should you buy real estate?
Financial Planning

National program trains advisors to be allies in fight against substance use

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

Sanctuary Wealth Adds Another Advisor Through Its Enterprise Partner Program

Richard LeSavoy brings his practice from Lincoln Investments to Centeras Private Wealth to enhance the experience he provides clients MIAMI, Sept. 5, 2025 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), ...
Wall Street Journal

Robo Advisors vs. Financial Advisors: Which One Is Right for You?

Learn how robo advisors compare to human financial advisors in cost, features and who they serve best Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...
Wall Street Journal

Is It Worth Paying a Financial Advisor 1%?

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...
Forbes

6 Financial Advisor Certifications To Choose From Based On Your Needs

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...