Merrill Lynch Wealth Management is overhauling its storied financial-advisor training program. The firm said it would ban cold calling, shorten the program, and aim for high graduation rates. Merrill ...

Merrill is implementing its new advisor training program for its crucial pool of new talent. Most trainees are opting into the newly structured program, more than Merrill expected. Some have left, and ...

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 ...

BLOOMFIELD HILLS, MI, US, December 11, 2023 /EINPresswire.com/ -- WiT Group is proud to announce the launch of a beautiful new website for our client Financial ...

The financial advisor industry is facing a looming crisis. Advisors are getting older, and there aren't enough talented young people entering the field to take the reins as these older advisors retire ...

AARP has expanded its free anti-fraud training program to financial advisors, the seniors’ organization announced recently. The program, called BankSafe, is an online training platform for bank and ...

Terry has been in the financial services industry in the independent channel for 32 years. With over 300,000 financial advisors retiring in the next decade, the US faces a growing talent gap in one of ...

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 ...

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 ...

Craig Pfeiffer left his job as Morgan Stanley Smith Barney’s Director of Marketing and Client Experience in 2011 after 30 years of holding numerous executive positions. The long tenure made him aware ...

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 ...