Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
AI Bringing Sexy Back to the Back Office
By Timothy WelshTech that helps the average advisor has long been promised. Well, it's here.
February 16, 2022
10 Tips for Coaching Your Clients in the Stock MarketIs watching the market a spectator sport? Here's how to help investors get in the game.
February 15, 2022
Americans Divided in Their Views of the Economy: Edward JonesA new survey examines how economic concerns sway investors' financial decisions.
February 15, 2022
Judge Awards $900K to Eye Doctor Bilked by ex-Wells Fargo AdvisorThe former rep was arrested in October in the theft of over $2.86 million from five clients.
February 14, 2022
Advisor Execs Rip Hightower for Suing Breakaway RIALPL's Burt White likened the suit against Michael Policar to "hanging beheaded pirates in the harbor" as a warning.
February 14, 2022
Why Working With Strippers Makes Sense for Financial Planners"There's value to working with stigmatized groups and in markets that aren't overly saturated," CFP Lindsey Swanson says.
February 14, 2022
How Pricey Is Valentine's Day This Year?LPL's chief market strategist reviews the cost of staying home, dining out, traveling and buying jewelry for your sweetheart.
February 11, 2022
SEC Orders Robo-Advisor to Pay $300K for Misleading ClientsWahed Invest allegedly advertised nonexistent proprietary funds and falsely promised clients it would rebalance their accounts.