Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Which Leads Are Most Likely to Become Clients? This AI Tool Helps Advisors Find Out.
By Jane Wollman RusoffThe technology draws on extensive data and personalized profiling to enhance advisors' prospecting, Catchlight's CEO says.
November 04, 2024
5 Steps to Prepare for Post-Election Tax ChangesAdvisors taking a proactive stance can help clients in working toward protecting their wealth amid political uncertainty.
October 31, 2024
What to Know About Investing in Private CreditThe private credit market has grown about 50% in four years. Should your clients invest?
October 30, 2024
2 Advisors Launched Red, Blue ETFs. Here's What Happened.The idea of aligning financial goals with personal values has been around for centuries. But politically themed funds have struggled.
October 28, 2024
Ameriprise: Departing Advisors Took 4,500 Clients' Data to LPLAn LPL tool allowed recruits to upload client data beyond the Broker Protocol, Ameriprise says.
October 28, 2024
10 Social Prospecting Mistakes to AvoidIt's important to resist trying too hard and sending the wrong message.
October 25, 2024
How to Navigate the Evolving ETF LandscapeInvestors' increasing demand for these products highlights the need for advisors to understand them in depth.
October 24, 2024
Why XYPN Laid Off 10, Shuttered Virtual Assistant ProgramDemand did not live up to the expectations, while XYPN's own offerings have also evolved.