Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Delayed Retirements Remain Elusive for Most Americans
By John ManganaroSecuring gainful employment after leaving a career is also challenging, an annual confidence survey found.
April 23, 2024
Only 26% of Americans Have an Estate PlanWorking with an advisor is the largest variable in whether respondents allocate their assets, a FreeWill survey found.
April 23, 2024
Captrust Adopts CAIS Alternative Investment PlatformThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 23, 2024
Advisor360 Taps Former MassMutual Exec as CEOMike Fanning takes the helm from Richard Napolitano, who will retire May 1.
April 23, 2024
DOL Releases Final Fiduciary RuleThe new rule fixes ERISA's "shortcomings," says the head of the Employee Benefits Security Administration.
April 22, 2024
Fidelity Launches Organic Growth Hub for AdvisorsThe investment giant says focusing on "controllable practices" can boost growth regardless of external factors.
April 22, 2024
Future Proof Festival Owner Changes NameThe company says it will announce expansion plans in coming months.
April 22, 2024
DOL to Release Final Fiduciary Rule Tuesday: ReportActing Labor Secretary Julie Su is set to announce the final regulation at 5 p.m., says the American Retirement Association.