Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Asset-Map Closes on $6M Funding Round: Tech Roundup
By Jeff BermanAlso, Conquest Financial's planning tech platform raised $18 million from firms including Fidelity, BNY Mellon and RBC.
February 08, 2023
Labor Secretary Marty Walsh Offered Top Post at NHL Players' GroupWhen Walsh will officially step down from his Cabinet position has not yet been announced.
February 08, 2023
How a 36-Year-Old CEO Finds Time for 3 Firms, a Podcast, Fiction Writing ...LUMINARIES winner Matt Reiner describes himself as a "recovering perfectionist" who puts "thinking time" on his calendar.
February 08, 2023
Please Take Politics Out of Social Security Reform: Martha SheddenThere is far more agreement than disagreement about the ways to fix Social Security, Shedden says.
February 07, 2023
'Everything Is on the Table' in CFP Competency Standards ReviewThis includes the requirement that all CFP professionals have at least a bachelor's degree.
February 07, 2023
Secure 2.0 Equal Parts Exciting and Confusing for Business OwnersThe enthusiasm for the landmark law's retirement provisions is matched only by the scope of the changes it makes.
February 07, 2023
Ex-LPL, Wells Fargo Rep Pleads Guilty to Stealing $600K From ClientsThe now-barred broker used clients' money to fund gambling and personal expenses, according to the Justice Department.
February 07, 2023
The Time to Solve Retirement Income Has Arrived: Wade PfauYears of work have created the tools necessary to solve retirement income planning at scale, Pfau tells ThinkAdvisor.