Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
This Worrying Trend in Philanthropy Could Hurt Advisors, Too
By John ManganaroIncreasing concentration of wealth poses a risk for charities and advisors alike, Laura McDonald warns.
August 18, 2023
Vanguard to Launch Active Dividend Growth FundThe Vanguard International Dividend Growth Fund, an actively managed equity fund, will launch in the fourth quarter.
August 18, 2023
10 Impressive Stats About 401(k), IRA GrowthThe number of "retirement millionaires" has jumped, according to new Fidelity data.
August 18, 2023
Only 57% of Americans Feel Confident About Their Finances: SurveyThose who work with an advisor are more likely to feel confident in financial and nonfinancial areas of life.
August 17, 2023
Onramp Bought by Digital Assets Firm SecuritizeThe deal will give RIAs easy access to alternative investments, the firms say.
August 17, 2023
Why Advisory Assets, Retail Clients Are Leaving SchwabIf Schwab loses 4% of revenue and 1% of client assets, the acquisition's a success, says Alois Pirker.
August 17, 2023
Edward Jones Partners With Citi to Offer Banking ServicesEdward Jones will offer checking and savings accounts to its U.S. clients in 2024.
August 17, 2023
Jamie Hopkins: What the CFP Mark Really Means NowThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.