Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
NBA Players Lost $13M in Alleged Scheme Tied to Ex-Morgan Stanley Advisor
By Bob Van Voris & Hadriana LowenkronThree players involved in the lawsuit are Jrue Holiday, Chandler Parsons and Courtney Lee, their lawyer said.
March 23, 2023
Broadridge Teams With Apex on Tax Reporting: Tech RoundupAlso, Orion announced leadership changes in its wealth unit, and Absolute Engagement launched an "engagement engine."
March 22, 2023
6 Ways to Make Yourself More Valuable to ClientsHere's how to give clients what they really need, according to Betterment for Advisors.
March 22, 2023
12 Actions TD Ameritrade Advisors Should Take During Schwab TransitionThese moves will help advisors at each firm optimize their businesses, according to F2 Strategy.
March 22, 2023
8 Steps Advisors Can Take to Improve the Client ExperienceSmart tech investments should be at the top of advisors' agendas, Schwab's Jalina Kerr says.
March 22, 2023
Easing Client Anxiety From the 'Econotalk' MaelstromYour clients might ignore basic investing principles because of fear. Here's how to help them counter it.
March 22, 2023
3 Ways RIAs Without a BD Have an EdgeIndependent RIAs enjoy benefits tied to dual clearing, open technology and compliance arrangements.
March 22, 2023
Kitces.com to Provide Educational Content to Simply Paraplanner AdvisorsThe advisors will also receive discounts on Kitces Summits and training on financial planning software.