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What’s in an acronym? Advisors name their favorite designations
Advisor views designations as a 'layering process' that you can build on once you have a better understanding of client-specific needs.
Edward Jones paying for advisors’ high-level credentials
Change is afoot at the brokerage firm, which reportedly is reimbursing its advisors for the cost of certifications offered by the Investments & Wealth Institute.
Advisers searching for new and diverse talent should cast a wider net
Building a more diverse workforce solves multiple challenges currently facing the wealth management industry.
