Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Orion Fuses Client Portal Into Redtail CRM
By Jeff BermanCEO Eric Clarke says client portal integration is "something no other CRM provides."
May 26, 2023
EP Wealth President Ryan Parker Becomes CEOParker, who's replacing Patrick Goshtigian, previously led wealth management at Citizens Bank and was CEO of Edelman Financial.
May 25, 2023
When Spending Too Little Is the Biggest Retirement 'Risk'Going broke in retirement is obviously a bad outcome, but so is chronic underspending, CPA Mike Piper says.
May 24, 2023
Firms Are Hiring More Diverse Advisors. Can They Keep Them?The CFP Board presents research on how firms have successfully retained diverse talent.
May 24, 2023
Bill to Fix Big Secure 2.0 Drafting Errors Is ComingOne error: a provision that would errantly prohibit catch-up contributions in 401(k) plans and IRAs.
May 24, 2023
7 Things Your Clients Should Know About Social Security AgentsHere's what they can, and can't, do for your clients, according to ex-Social Security official Jason Fichtner.
May 24, 2023
Couple Bilked in $29M Ponzi Scheme Sues Advisory FirmThe firm didn't supervise an advisor who paid for planes and mistresses with client money, a lawyer says.
May 23, 2023
Why Young Boomers Have So Little Wealth at Retirement AgeThey'd be expected to have more 401(k) plan wealth than the oldest boomers, but the opposite is true.