Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Estate Planning Enters the Digital Age: TD Wealth
By Michael S. FischerOver 70% of those polled use blogs, social media and other tools when working on estate plans, a recent survey finds.
April 22, 2022
Schwab Integrates With Salesforce Financial Services CloudThe pact will enable independent advisors to access Schwab data and perform workflows directly from Salesforce's CRM platform.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.
April 21, 2022
Envestnet to Offer New Data, Digital Solutions: Tech RoundupAlso, WisdomTree introduces Portfolio and Growth Solutions, providing customized portfolio and asset allocation services for RIAs and IBDs.
April 20, 2022
CFP Board Hikes Certification Cost, Adds New CE FeeThe new fee on CE providers will raise costs for CFPs, Michael Kitces says.
April 20, 2022
How to Live With Long-Term High InflationAmericans used to get along just fine when higher inflation was the norm. But the world is different now.
April 20, 2022
SALT Deduction Cap Stays in Place After Supreme Court Rejects New York ChallengeThe court declined to review a constitutional challenge to the $10,000 cap on state and local tax deductions set by Congress in 2017.
April 19, 2022
Ex-Morgan Stanley Rep Ran Multimillion-Dollar Ponzi Scheme, SEC SaysThe ex-broker allegedly blew over $800,000 of clients' funds on luxury cars and his credit card payments.