Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How the Fastest-Growing Advisory Firms Are Different, in 7 Charts
By Michael S. Fischer | Katie RassNew research from Nitrogen looks at how firms think about risk, competition and client acquisition.
May 31, 2023
Edelman Financial Engines Names New CEOJay Shah is set to join Edelman on Aug. 18, while Larry Raffone becomes the Edelman board chairman.
May 31, 2023
AI Chatbots Don't Understand AnnuitiesOne popular program offered surface-level detail but got important details wrong, Tamiko Toland of TIAA says.
May 31, 2023
Atria BD Adds Former Signature Bank Advisors With $1BThe three-person team joins a branch of Cadaret Grant in New York.
May 30, 2023
Investors Have Too Much Information, Not Enough Knowledge: MorningstarAdvisors must clearly differentiate themselves from other sources of financial information to appeal to potential clients, Morningstar says.
May 30, 2023
Orion Fuses Client Portal Into Redtail CRMCEO Eric Clarke says client portal integration is "something no other CRM provides."
May 30, 2023
Jamie Hopkins: 3 Techniques to Help Retirees Spend More (Yes, More!)It might sound strange to encourage higher spending by retirees, but for some clients, fear drives chronic underconsumption.
May 26, 2023
Why One Independent Advisor Avoids a Niche ApproachWorking with a diverse set of clients from a demographic and wealth perspective keeps it all feeling fresh, says advisor Hiram Arnaud.