Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 Best Robo-Advisors: Q4 2021
By Jeff BermanBackend Benchmarking's ranking includes both qualitative factors and performance metrics.
March 03, 2022
How to Jump Into Pro Bono Financial PlanningHere are details on ways the FPA helps advisors volunteer their time and expertise to aid underserved and at-risk individuals and families.
March 02, 2022
Creative Planning Buys HNW-Focused New York RIAThe Doman Group manages $400 million and has a specialty service for professional athletes and entertainers.
March 01, 2022
CEO Tyrone Ross Exits Onramp; Dani Fava Leaves BoardEric Ervin, who co-founded the fintech firm with Ross, has become the firm's new CEO.
March 01, 2022
Jeremy Siegel's 5 Economic Predictions Amid Russia-Ukraine WarThe broader global financial system could face risks, the Wharton professor says.
March 01, 2022
Commonwealth Rolls Out Virtual Admin ProgramThe offering pairs advisors who need support with specialists employed by Commonwealth.
March 01, 2022
How to Attract Next-Gen Talent: Kate HealyThe industry veteran and LUMINARIES judge says younger individuals just "don't seem to know about financial planning."
March 01, 2022
What to Tell Clients Who Want to Retire Now: Advisors' AdviceWe asked advisors how war in Ukraine and surging inflation might affect clients ready to retire within six months.