Developed with TD Ameritrade Institutional, the program will assist students and others who lost the opportunity for on-site education and training because of the COVID-19 virus.
The former UBS advisor on how the benefits of a fiduciary obligation to clients, as opposed to corporate shareholders, is made even clearer during times of crisis.
Timelineapp is launching an education platform for advisors, hoping it will eventually become a space for sharing best practices and development ideas.
Schwab’s decision to move all 2020 conferences to a 'virtual environment' signals changes for the future of industry events—and advisors say they welcome the trend. The main drawback? No 'swag' to bring home to the family.
Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19.
In the early ’90s at the age of 17, advisor Kashif Ahmed and his family found themselves at the center of Iraq’s invasion of Kuwait by Saddam Hussein. Here, he shares his journey out of the country.
Geometric Wealth Advisors founder Andrew Leonard discusses how he set up his practice to specialize on serving the partners of the big three strategy consulting firms, Bain, McKinsey, and BCG.
As financial advisor conferences—and the CE credits that go with them—evaporate this year thanks to COVID-19, attendance for virtual replacements is way, way up. Could this be the future of advisor events?
