Natalie Campisi is a senior journalist who covers personal finance, balancing timely news with in-depth enterprise reporting. Her mission is to make complex financial issues clear and accessible for ...

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced enhancements to ...

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 ...

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 ...

Discover what sets the Chartered Financial Consultant (ChFC) designation apart, including course details, industry benefits, and continuing education requirements.

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 ...

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 ...

Explore the types of services offered by a free financial advisor, including the trade-offs that might exist and how to evaluate these offers Written By Written by Staff Money Writer, WSJ | Buy Side ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

Prudential is launching a new Hispanic Market Certification Program for the firm's advisors this week, as Hispanic Heritage Month begins. Hispanic consumers represent roughly 20% of the U.S.