Latest News

Story

PIMFA launches online ESG Academy to help advisers meet investor expectations

PIMFA launches online ESG Academy to help advisers meet investor expectations

PIMFA, the trade association for the wealth management and financial advice industry, in partnership with Morningstar, a leading provider of independent investment research, is delighted to announce the launch of its ESG Academy, an online training platform for financial advisers to equip them to advise their clients about ESG investing.

Story

Advisor Group and FSC Securities add two independent financial adviser businesses

Advisor Group and FSC Securities add two independent financial adviser businesses

Advisor Group, a network of independent wealth management firms, and network member firm FSC Securities, has recruited two independent financial professional businesses with a total of USD105 million in client assets. In addition to FSC Securities, Advisor Group also includes KMS Financial Services, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial.