Artificial intelligence (AI) adoption is heavily influencing financial advisors’ perceptions of their firms, transforming how they serve clients and grow their practices, according to the JD Power ...

Integrated Partners is celebrating its 30th anniversary this year, reaching the milestone of $25 billion in assets under ...

The Financial Advisor Training Institute sponsors career changers for the Series 7, the step that stops most people from ...

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...

For independent wealth management firms, inorganic growth through acquisitions is a proven way to add advisor talent, which is much needed and in short supply. But as valuations soar, buying other ...

The Financial Consumer Agency of Canada is responsible for protecting the rights and interests of consumers of financial products and services. It supervises federally regulated financial entities, ...

MONTOUR FALLS, N.Y. (WETM) – After 15 weeks of meticulous training, firefighters from 14 departments across New York State have now graduated from the state’s Recruit Firefighter Training Program. On ...

Independent financial advisors navigating a fast-changing marketplace are hungry for new technology experiences that can help them better serve a new generation of investors. Advisors understand that ...

Intuit announced that, early next year, its ProAdvisor Program will be replaced with a new Intuit ProPartner Accountants program, touted as a next-generation global program for scaling and growth ...

Barclay Palmer is a creative executive with 10+ years of creating or managing premium programming and brands/businesses across various platforms. Suzanne is a content marketer, writer, and ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

The financial industry is filled with acronyms that can easily overwhelm consumers. The Financial Industry Regulatory Authority, or FINRA, currently lists about 250 professional designations for ...