Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
5 Keys to Managing When Everyone's Out Sick, Again
By Jeff BermanAdvisor absenteeism due to illness has reached levels that could have longer-term ramifications, Angie Herbers says.
February 03, 2022
MaxMyInterest Boosts Offerings for Envestnet, Tamarac Users: Tech RoundupAlso, WisdomTree unveils a new digital wallet, WisdomTree Prime.
February 03, 2022
Fidelity's Advisor Platform Gets Major Update"This looks like a pretty extensive overhaul in terms of usability and personalization," consultant Tim Welsh says.
February 03, 2022
Less Than a Quarter of CFPs Are Women (Still)The share of planners who are women has been stuck around 23% for years, the CFP Board reports.
February 02, 2022
Here's How Much RIAs Pay Their Employees: SchwabRIA firms are increasingly offering more than traditional compensation to compete for talent, according to a report from Schwab.
February 02, 2022
Ex-LPL Rep Charged With Fraud, Could Get 37 Years Behind BarsThe former LPL broker is accused of raiding clients' annuities, the Justice Department says.
February 01, 2022
How Advisors Can Help Wealthy Clients Through 'Gray Divorce'Divorcing clients need to have a complete financial understanding regarding the division of their hard-earned assets.
February 01, 2022
Hightower Takes Stake in Business Manager to the WealthyGrant Tani Barash & Altman does bill payment, tax preparation and related services for high-net-worth clients in Los Angeles and nationwide.