Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
New CFP Board, FPA Leaders Assume Their Roles
By Janet LevauxKamila Elliott is CFP Board's chair for 2022, the first Black American in this post; Dennis Moore is FPA president.
January 06, 2022
Ex-TD Ameritrade Exec Joins Robinhood: Tech RoundupAlso, SEI dealt a death blow to paper-based onboarding for indie advisors on its platform.
January 06, 2022
Why Rachel Robasciotti Works to 'Mobilize Investors'The Adasina Social Capital CEO explains how she has taken diversity and inclusion in financial services to a new level.
January 05, 2022
3 Steps for Tackling Cybersecurity This YearCybercriminals are threatening to use the client data they've collected to perpetrate more crimes, unless they're paid not to do so.
January 05, 2022
8 Things Advisors Should Know About Risk-Based Retirement Income GuardrailsThey combine the best parts of other spending strategies, according to Derek Tharp of Kitces.com.
January 05, 2022
Why Cash Flow Planning Is the Advice Clients WantGeneric retirement planning is no longer the answer.
January 05, 2022
'Great Resignation' Doesn't Need to Include AdvisorsHere's how the financial services industry can avoid loss of talent.
January 05, 2022
LPL Nabs 30-Member Team From Securities AmericaElite Financial of Huntington Beach, California, has its "eyes set on significant growth and expansion," says President and CEO Dan Cairo.