In London’s financial sector, having taken an advanced course in Excel is a plus when it comes to looking for employment or ...

Understanding Forex Trading in Nigeria. Forex, or foreign exchange, is the market where currencies are traded. In Nigeria, trading is legal through regulated brokers and recognize ...

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% ...

The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he ...

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...

Investing in the next generation of advisors is essential to the future of our firm and the clients we serve,” said Burt White, CEO of Carson Group. “Our responsibility is to create an environment ...

The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

Quickly compare all the best investment platforms. Find the investment platforms that offer the most security, lowest fees, and best offers.

When you are with a prospect, a client, or a center of influence—anyone who has the ability to connect you—use the word introduction or connection,” says Bill Cates, founder of Referral Coach ...