Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Apex Launches Cloud-Based Investment Platform
By John ManganaroThe goal of the system is to help financial services clients "build nimble" and "run vast."
July 16, 2024
Advisor360 Launches Bulk Repapering ServiceThe firm says its new service can transition up to 6,000 client accounts in a matter of minutes.
July 16, 2024
Ex-Broker Charged With Bank Robbery Released on BondScott Tunis admitted to robbing a bank with a fake bomb after his 2022 arrest, records show.
July 16, 2024
Integrated Partners Adds Estate Planning Tools From Wealth.comThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.
July 15, 2024
California Advisor Charged With Child Porn PossessionThe advisor pleaded not guilty on Thursday.
July 15, 2024
Beware of the 'Sexy Trade' as Economy Slows: DoubleLine's ShermanDoubleLine's deputy CIO discusses whether the economy has hit a "soft patch" or is headed for deeper trouble.
July 15, 2024
Osaic Revamps Retirement Income Planning ToolsThe partnership with IncomeConductor builds on the wealth management firm's NextPhase platform for advisors.
July 15, 2024
What's Your View of Real Estate Investing in 2024?Help us make our real estate investing coverage valuable to you — please take our brief survey.