Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Financial Well-Being Requires More Than One Dose: New Study
By John ManganaroExposing college students to a financial skills course has only modest impact on measurable financial outcomes, researchers found.
February 24, 2023
Top 15 Financial Advisor Hotspots: 2023These are the metro areas with the most advisors per capita, according to SmartAsset.
February 24, 2023
Ex-Advisor Who Tried to Flee Prosecution Sentenced to 9 YearsSteven Xigoros of Massachusetts defrauded clients of more than $4.3 million and failed to pay taxes, prosecutors said.
February 24, 2023
The Murky Side of Tax-Loss HarvestingA recent ProPublica story raised questions on abuse of wash-sale rules. Here's what advisory pros think.
February 23, 2023
Why a Federal Court Ditched DOL Fiduciary Standard for RolloversAdvisors should pay close attention to future developments and see whether the department chooses to appeal.
February 23, 2023
Goodbye, Wirehouses: Why Young Financial Advisors Are Breaking AwayAt Dynasty, these advisors saw a chance to step off the sales treadmill and give fiduciary advice, they tell ThinkAdvisor.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 22, 2023
Dan Wheeler, Influential DFA Leader, Dies at 77Millions of investors now enjoy fee-based advice and low-cost funds because of Wheeler's work.