Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisors Plan to Hike Spending on Client-Facing Tech: Survey
By Michael S. Fischer"Investors are demanding more of their advisors and advisors are poised to deliver," Orion CEO Natalie Wolfsen said.
March 13, 2024
NFL Players Draft Ameriprise for Financial AdviceDesignated advisors will work individually with current and retired athletes to provide holistic financial planning.
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
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.