Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Fidelity Rolls Out New Portfolio Tool
By Janet LevauxThe resource lets wealth managers "demonstrate the benefits of actively managing investments" for clients, says the firm.
May 16, 2022
Ric Edelman: What Investors Really Need to Know About CryptoHe discusses how much Bitcoin to own, Fidelity's 401(k) move and what he thinks of the recent rout.
May 16, 2022
10 Simple Phrases That Get Prospects to Open UpThe first step in getting potential new clients to like you is getting to know them better.
May 16, 2022
Goldman's Blankfein Says U.S. at 'Very, Very High Risk' of RecessionHis made the remarks Sunday, when the firm's economists cut their growth forecasts for this year and next to reflect the market shake-out.
May 13, 2022
Raymond James Gives Fee-Only Advisors New ModelIt announced the new corporate RIA model ahead of its Elevate conference May 16-18 in Nashville, Tennessee.
May 13, 2022
How Advisors Can Help Clients Overcome Their Biggest Investing WorriesAdvisors must try to stop clients from fleeing risk or freezing and doing nothing, Morningstar's CIO says.
May 13, 2022
Tech Stocks Are in a Bear Market, But They Aren't CheapIf you're wondering if tech stocks are a bargain, here are a few ways to look at market trends and figure it out.
May 13, 2022
Bonds May Be Down, But Some Annuity Payouts Are UpA "free lunch" potentially exists for advisors and retirees willing to shop around for the most attractive rates.