New ‘Primary Plus’ investment lineup introduced as Voya’s total assets in managed account solutions increase 27% in the first quarter of 2024 WINDSOR, Conn.--(BUSINESS WIRE)-- Voya Financial, Inc.

"In my first years as an advisor, 90% of my revenue came from our unaligned leads program, and my three junior partners are having a similar experience," says Edwin Wincek, financial planner with ...

NAIFA and Fairway launch the CHEA credential, offering eight hours of education on integrating home equity into retirement ...

With over 34.8 million small businesses in the U.S. and fewer than 5% of advisors adequately trained to meet their complex needs, SBWA™ addresses a major gap in the financial advisory market. The ...

Learn effective referral strategies for financial advisors to attract new clients and increase revenue while maintaining ...

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 ...

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 ...

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 ...

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.

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 ...