Ameriprise Financial has partnered with Dalton Education to create a certification designed for those who assist members of the military and veterans.
The Certified Military Financial Advisor certification will be earned through a mix of training and learning development modules typically completed over the course of 40 to 50 hours, Ameriprise said in a press release Tuesday.
The course work will provide a deep understanding of the unique life circumstances and the benefits available to veterans, active-duty military personnel, reservists, National Guard members and their families.
The certification will be available exclusively to Ameriprise advisers through June 2024. From then on, the certification will be available to all qualifying advisers industrywide.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.