Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Vanguard Offers New Digital Estate Planning Tools
By John ManganaroThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.
January 18, 2024
Flourish Launches Annuity Platform for Independent RIAsThe platform allows fee-based advisors to access annuities for clients without licensing or paper applications.
January 18, 2024
Ex-Citi Advisor Charged With Fraud in Film Investment SchemeHelen Caldwell solicited clients to invest in her movie projects and spent their money on herself, prosecutors say.
January 18, 2024
Osaic Added $22B in Assets in 2023While that's down sharply from 2022, the firm plans to add $108 billion from the Lincoln acquisition.
January 17, 2024
Why Do Clients Really Ignore Advice on Annuities?Are advisors' recommendations really being ignored? David Blanchett suggests other factors could be at play.
January 17, 2024
'The Sketch Guy' Wants to Help You Attract New ClientsCarl Richards has partnered with Snappy Kraken to allow advisors to send his popular sketches to their prospects.
January 17, 2024
Why Suze Orman Shunned a Million-Dollar PenthouseDon't assume that your wealthiest clients can't spend their way into liquidity problems, the bestselling author warns.
January 16, 2024
AssetMark Launches New Tax Management Services for AdvisorsThe new offering is intended to help advisors more efficiently tailor their strategies to each client.