Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How Stocks Performed After 11 Global Shocks
By Janet LevauxLPL examined how the S&P 500 fared one month to one year after events like Russia's 2014 annexation of Crimea.
February 24, 2022
How Advisors Are Talking to Clients About Russia-Ukraine War: Advisors' AdviceSeveral advisors told us they've been getting questions about the crisis. Here's what they're telling clients.
February 23, 2022
Schwab's Sonders: 5 Economic, Market Predictions Amid Russia-Ukraine TensionWill inflation continue? Is a recession coming? The chief investment strategist discusses these issues in her latest note.
February 23, 2022
Last ETF Holdout Caves as Capital Group Moves to Launch FundsThe firm is rolling out six actively managed exchange-traded funds that are set to debut on the New York Stock Exchange Thursday.
February 23, 2022
CI Financial Buying $5B California RIAAdding Newport Beach-based Corient Capital Partners will boost CI's U.S. Wealth Management assets to $125 billion.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
February 22, 2022
How to Protect Client Portfolios From Excess Liability ClaimsAccidents' cost can go beyond insurance limits, which could mean a painful drain on client assets.
February 22, 2022
Advisors Leave Women, Youngest Investors in Lurch on Sustainable InvestingWhile 72% of clients surveyed are interested in ESG investments, 87% said their advisor hasn't suggested them.