Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Watch Out for These Crypto Scams
By Ric EdelmanThe realm of digital assets is new, confusing, famous for making people rich — and often unregulated.
November 12, 2021
What's in an Investor's Best Interest? Depends on Who You Ask: Dalbar"Best interest" as defined by advisors is not in sync with investors' priorities, the analysis found.
November 12, 2021
The Big Retirement Risk Michael Finke Is Seeing NowThe American College professor talks about the datapoint that's flashing a warning to retirees and what advisors should do.
November 11, 2021
Schwab Asks Court to Dismiss Class-Action Suit Over Cash SweepsThe firm says the case should be dismissed "for lack of jurisdiction" and a "failure to state a claim on the merits."
November 11, 2021
XYPN to Launch Virtual Assistant Program for Advisor MembersA pilot for the program is expected to start in Q2 2022, says Alan Moore, XYPN CEO and co-founder.
November 11, 2021
Vanguard Model Portfolios Added to CircleBlack Platform: Tech RoundupAlso, Betterment for Advisors made a deal with an advisor-client matchmaker.
November 10, 2021
How to Protect Portfolios When Inflation Hits: Advisors' AdviceThe October CPI data shows 6.2% inflation over past 12 months. How are advisors protecting client investments?
November 10, 2021
Honoring Advisors Who Serve(d): Veterans Day, 2021Here are stories from advisors, in their own words, of their time serving in the military.