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.
Sharing a bullish outlook, fixed income strategists say they're "not terribly concerned" over a proposal to scrap the muni bond tax exemption.
The estate planning-focused platforms are reinforcing their leadership with an executive hire and a new AI-powered capability.
The state's order is a step in negotiating a potential fine with the firm.
The state's attorney general warned Goldman, JPMorgan, BlackRock, and other heavyweights of possible legal consequences to their diversity policies.
Financial advisors generally agree with a recent survey of economists that the odds of a recession in 2025 remain small.
AssetMark Group CEO explains why the great wealth transfer, succession planning, and personalization will be key for advisors in the new year.
A trust delivery model not only increases the value of an advisor and a firm but is also a natural addition to any firm’s succession plan.