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One of the certifying organizations has taken a Netflix-like approach to advisor education.
June 26 -
Bruce K. Lee left the brokerage world where cheating on continuing education requirements can be a "career killer."
November 7 -
I had a strong opinion. Then our reporting changed my mind.
November 1 -
At best, the variety increases awareness of what the career can offer. At worst, it lends ammunition to critics who insist the profession isn’t a profession at all.
November 1 -
More than 11,000 advisors have earned the education provider’s AIF designation.
October 10 -
A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.
September 19 -
Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.
June 20 -
Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?
May 3 -
When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.
April 29 -
There are some surprising similarities between the manufacturing industry and a planning career. Here's what you need to know before you start either one.
April 1