DALLAS, Feb. 26, 2026 /PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a wealth management firm supporting a nationwide network of independent financial advisors, announced the ...

Willis, a WTW business, has entered into a new national partnership with the Independent Financial Brokers of Canada (IFB) to deliver an exclusive, modernized errors and omissions (E&O) insurance ...

Celebrating 50 years of empowering independent financial professionals with the scale, innovation, and support to lead ...

EasyCare's Corey Smith outlines how training, coaching and communication can boost service retention and fixed ops profits in 2026.

The two organizations announced the Certified Home Equity Advisor credential, which will help financial professionals integrate home equity in retirement plans.

Partner program empowers advisors, consultants, and technology partners to work together under a global framework built ...

CNW/ - According to the second installment of the Advisor Perception Industry Study ("the Study"), advisors from across the ...

Lenox Advisors, Inc., an affiliate of NFP, an Aon company, and a leading wealth and insurance advisory firm serving high net-worth individuals, families, and corporate clients, today announced the ...

Blue Owl's decision last week to halt withdrawals from a premier private credit fund could make for uneasy conversations for advisors who had offered their clients assurances of "semi-liquidity." ...

Through TIFIN Give's technology, Confluence advisors can offer a fully digital donor-advised fund solution that supports tax-efficient contributions of cash and complex assets, provides ...

“Today, many SME owners recognise that sustainability and responsible business practices are directly linked to business ...

Leaders too focused on adding headcount risk missing the real growth opportunity right in front of them: retaining, training and empowering the people they already have.