Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Using AI to Give Clients What They Want, but Aren't Getting
By Jane Wollman RusoffShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 13, 2024
4 Things Advisors Must Know About Beneficiary DesignationsAdvisors who think a will controls the disposition of all assets at death are making a big mistake.
March 13, 2024
CFP Board to Publish Disciplinary Records of Some New CFPsPublic notice will be sent as a news release as part of the Board's change to its sanction guidelines.
March 12, 2024
Couplr AI Launches Tool for Finding 'Orphaned' AccountsThe firm says its technology aims to match advisors and clients with such assets, which should also contribute to business growth.
March 12, 2024
Apex Acquires Automated RebalancerAdvisorArch automates previously time-consuming processes that are key to client service, according to the fintech provider.
March 12, 2024
Vanguard Watchers Baffled Over CEO's Retirement NewsThe leader of one of the world's largest asset managers announced his exit without naming a successor, inviting questions.
March 12, 2024
More IRA Mistakes Clients MakeSome missteps are relatively easy to correct; others are more serious.
March 11, 2024
What Same-Sex Couples' Different Life Spans Mean for Their Retirement PlanningJ.P. Morgan's new Guide to Retirement reveals a pitfall of relying too closely on "average" life expectancy.