Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Why Raymond James Hasn't Banned ChatGPT
By John ManganaroWhile the firm isn't all in, it is allowing advisors to experiment, Vin Campagnoli and Bella Allaire say.
April 24, 2023
Cetera Lured Advisors With Nearly $3B in Assets in Q1The achievement came after the firm reported adding $13 billion in assets through organic recruiting in 2022.
April 21, 2023
How to Offer Tax Planning While Staying CompliantAdvisors must understand the differences between "tax avoidance" and "tax optimization," Jeff Levine and Michael Kitces say.
April 21, 2023
10 Biggest Productivity Challenges for Advisory Firms: CerulliEnding an unprofitable client relationship is just one of the many challenges facing financial advisory firms.
April 21, 2023
Kitces: 4 Trends Reshaping Financial AdviceThese trends are forcing advisors to refocus on their client experience, the popular blogger says.
April 20, 2023
9 Questions Clients Are Asking About Bank Failures, Deposit InsuranceMany investors have only a vague understanding of the deposit insurance protecting their various accounts.
April 20, 2023
Hearsay Introduces Generative AI Solution: Tech RoundupAlso, Snappy Kraken is partnering with Morningstar to provide advisors with improved client engagement campaigns.
April 20, 2023
LPL's 'Supported Independent' Channel Hits MilestoneThe Strategic Wealth Services group now includes over 30 teams from wirehouses, Raymond James and other firms.