Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The Next Fintech Movement Coming to the U.S.
By Timothy WelshCanadian fintechs are taking a cue from Pamela Anderson and Justin Bieber and expanding southward.
July 29, 2022
National Securities Closes Its DoorsThe broker-dealer ceased operations this week, and its advisors moved to B. Riley Wealth through a merger.
July 29, 2022
Mental Health Could Have Major Impact on Social Security Trust FundIf disability claims spike in the pandemic's aftermath, retirement funds might be needed to cover the shortfall.
July 29, 2022
Stocks Set for Best Month Since 2020Nasdaq 100 futures added more than 1% after the U.S. stock market hit a seven-week high Thursday.
July 28, 2022
Investors 'Entrenched' in Accessssing Money Through Tech, Study Finds: Tech RoundupSoftware-as-a-Service firm FMG is buying Vestorly, a firm specializing in artificial intelligence-driven content curation for wealth managers.
July 28, 2022
Rich Wall Streeters Face Shock Tax Hike While Rest of Wealthy EscapeSenator Joe Manchin supports ending the carried interest tax break and increasing IRS audits but has rejected raising the $10,000 SALT deduction.
July 28, 2022
New Tax Deal Is a Bill the Markets 'Can Live With': Valliere"No one in Washington — including us — saw this coming," said Greg Valliere, chief U.S. Policy Strategist for AGF Investments.
July 28, 2022
10 Strategies for Growing Your Business: NatixisOne key issue for advisors is managing client expectations, a survey of 2,700 financial professionals found.