Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Janney Added 27 Advisors in 2024
By Dinah Wisenberg BrinThe newcomers joined the wealth management firm from a dozen practices, adding $4.3 billion in client assets.
December 30, 2024
The Keys to Finding Financial HarmonyBringing out clients’ feelings is vital to aligning their money with their lifestyle, says author Preston D. Cherry.
December 27, 2024
What Will You Do Differently in 2025?If you make several resolutions and keep a couple each year, you should make steady improvements.
December 17, 2024
CFP Board Seeks Feedback on Competency StandardsProposed changes include the education, experience, examination and continuing education requirements.
December 13, 2024
Retail Direct Channels Are Gobbling Advisors' Market Share: CerulliOne reason is their success at retaining 401(k) and IRA assets.
December 10, 2024
Number of CFP Exam-Takers Sets New HighThe pass rate for the November exam was 62% with the second-largest number of people taking it.
December 05, 2024
Mariner Adds $878M in AUM With Two AcquisitionsMariner said the acquisitions marked another step toward its 5,000-advisor growth goal.
November 21, 2024
Trust in Advisors Rose Steeply in Past Decade: CerulliStill, 40% of clients are skeptical that financial providers are working on their behalf, research found.