Financial Fitness Group, which provides financial wellness education and training resources and technology has been acquired by Aztec Software. Terms of the deal were not announced. Aztec is an ...

The College for Financial Planning is helping more financial professionals raise their cache of credibility with clients with the launch of a new training program on its platform. The Kaplan company ...

According to a US Bank study, 80 percent of new businesses fail because of poor cash flow management. Starting a business isn’t all fun and games, there’s a lot of financial management involved and if ...

Ayco, part of Goldman Sachs's wealth-management division, is upgrading its advisor training. The unit has started hiring early-career employees in classes, Ayco's CEO told Insider. Wealth managers ...

UBS hopes that revamping its training program in concert with expanding its Wealth Advice Center staff will provide a pipeline of new advisors and enable it to serve more mass affluent clients. UBS ...

As Malaysia’s economy continues to recover from the Covid-19 pandemic, the survival and sustainability of micro entrepreneurs ...

Merrill Lynch Wealth Management is overhauling its storied financial-advisor training program. The firm said it would ban cold calling, shorten the program, and aim for high graduation rates. Merrill ...