Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Financial Resilience Grew Last Year Despite COVID-19: Study
By Michael S. FischerPandemic-related enhanced unemployment benefits and stimulus payments may account for some of the improvement, FINRA said.
July 14, 2022
Cetera Reports More Than $3.6B in New Assets For Q2The record result followed key additions to its sourcing and engagement team, the firm says.
July 14, 2022
Wall Street Chiefs Stare Down Recession Fear With Upbeat OutlookJPMorgan CEO Jamie Dimon and Morgan Stanley CEO James Gorman are bullish despite their firms reporting second-quarter results that missed expectations.
July 14, 2022
Schwab Renames Private Client OfferingTimothy Welsh calls the change a "signal Schwab wants to compete more broadly with a full-service offering."
July 14, 2022
David Canter to Join Kestra's Bluespring as PresidentThe news comes two days after Fidelity said Canter would step down as head of its RIA segment.
July 13, 2022
Integrated Partners Picks Up Exec From BNY MellonStephen Kolano has joined Integrated as Family Office managing director.
July 12, 2022
David Canter's Fidelity Exit Is a Blow to the Firm's RIA Business: Industry ExpertsConsultants characterize Canter as an emotionally intelligent leader and confidante to "famous and successful" RIAs.
July 12, 2022
30% of Advisors Changed Their Retirement Plans Due to Pandemic: AmeripriseAmeriprise also asked advisors to name their most pressing challenges.