Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LPL Launches SMA Strategies on Model Portfolio Platform
By Janet LevauxThe news comes about eight months after LPL said it was testing SMAs via a pilot program.
March 31, 2022
Where More Work Remains to Be Done for Women in Financial Services: F2's Liz Fritz"I knew ... I was a trailblazer, but [the low number of female fintech founders] certainly is humbling and shows we need to do better," the executive says.
March 31, 2022
Schwab's Direct Indexing Platform to Launch in AprilSchwab's direct indexing fees are set to start at 0.40%, which matches the planned Fidelity Managed FidFolios.
March 31, 2022
Is James Gorman Afraid of the Big Bad Wolf of Independence?The Morgan Stanley CEO wants advisors to be in the office 75% of the year. Does that make sense?
March 31, 2022
CI Financial Scoops Up $11.4B Eaton Vance Wealth Business From Morgan StanleyThe deal expands the firm's Boston presence and brings CI Private Wealth assets in the U.S. to $133 billion.
March 30, 2022
Self-Directed Older Investors More Likely to Veer Off Financial CourseThis group of investors has a lot to gain by hiring an advisor, my new research shows.
March 30, 2022
Christine Benz: How Retirees Should Invest to Fight InflationOlder clients may be feeling inflation's effects less than others, Morningstar's personal finance director says.
March 30, 2022
Don't Leave Retirement-Account Tax Surprises to Clients' HeirsThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.