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.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
