Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
BofA's Planning Tool Hits Milestone: Tech Roundup
By Jeff BermanIn addition, Snappy Kraken has launched its Freedom360 marketing program for financial advisors.
March 29, 2023
Riskalyze, Orion Expand Integration PactThe enhancements should make Orion accounts "feel native" inside Riskalyze's platform, says Riskalyze CEO Aaron Klein.
March 28, 2023
Think You Can Fix the Social Security Trust Funds' Woes? Play This Game.A new interactive tool lets advisors, their clients and other individuals compare solutions to Social Security's solvency issues.
March 28, 2023
12 Best Target Date Funds for 2023 and Beyond: MorningstarFees play a significant role in investors' choice of TDF series, according to the research firm's latest analysis.
March 28, 2023
RetireOne to Sell Corebridge AnnuitiesThe two commission-free annuity products are geared toward fee-based RIAs and financial advisors.
March 27, 2023
What's Next for SVB's Advisors After First Citizens Deal?The wealth unit had $16 billion of client assets last year and 190 employees, many of whom were registered investment advisors.
March 27, 2023
The Real Secret to Retirement HappinessHere's a factor that has a dramatic effect on retiree satisfaction and longevity — and isn't tied to wealth, a recent study finds.
March 27, 2023
Here's the Price Advisors Will Pay if They Don't Treat These Clients BetterMy prediction of what's next for the financial advisory business doesn't have to happen. Here's the key change that can make a difference.