The Financial Advisor Training Institute announces a new milestone in guaranteeing a base salary of $50,000 for graduates of the program while bolstering a 85% success rate and a 100% placement rate.
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 ...
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 ...
Rapid industry change and rising competitive threats are forcing advisors into new ways of thinking and operating. Success in our new industry dynamic can only be achieved by advisors incorporating ...
The financial planning profession has a people problem. According to recent McKinsey research, the number of financial advisors is expected to decline significantly over the next decade, and we’ll be ...
As firms enter a new year, many think about growth opportunities for their teams. This means hiring new talent; for others, it means developing current team members. But training advisors—especially ...
With 15 years of experience as a financial advisor, 47-year-old Iuliana Keyes doesn’t seem like the type who would normally benefit from an advisor training program. But Keyes, the sole advisor at Vim ...
UBS is changing the way it trains up new advisors in an effort to diversify its workforce. The wealth manager is training up advisors around the US and closely overseeing recruitment. UBS has publicly ...