"Of course, you could also do both with certain companies or your own company if you choose," he said. Gloria Garcia Cisneros, a financial advisor at LourdMurray in Los Angeles, explained that ...

On top of that, clients probably do not know one designation from another, according to Jerry Schreck, senior vice president for advisor education and training at Osaic Financial Services, a $700 ...

Prospective financial professionals likely expect ... psychology and more," according to Hannah Moore, founder of advisor training firm Amplified Planning and Richardson, Texas-based Guiding ...

People who don't have financial planning backgrounds would also need to take those core courses. Advisors need between 4,000 and 6,000 hours of professional experience as well, Maugeri says.

Apollo Allocation Pro is the latest step in Apollo’s commitment to enhancing access to alternatives and empowering financial intermediaries with ongoing education and resources for integrating private ...