Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Morgan Stanley's 1GT Invests in AI-Focused Analytics Startup: Tech Roundup
By Jeff BermanIn addition, Orion's Redtail platform has integrated with Flourish.
April 04, 2023
CFP Board Rolls Out Scholarship to Support Next-Gen WomenCFP Board says women made up almost 30% of new CFP professionals last year but adds there's "still much work to be done."
April 04, 2023
Rockefeller Capital Gets $622M for Selling 21% StakeThe firm, led by Greg Fleming, oversaw $100 billion in client assets as of March 31 and is now valued at $3 billion.
April 04, 2023
Best Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2023A study finds that satisfaction with advisors has fallen with market performance, showing advisors need to do more.
April 03, 2023
Is Sieg's Departure 'Beginning of the End' for Merrill's Thundering Herd?There's a risk the Merrill brand could be phased out over the next few years, says industry consultant Jeff Nash.
April 02, 2023
Social Security Trust Funds Hit by Big 2022, 2023 COLAsOther factors are effecting Social Security, too, such as lower projected GDP growth and greater longevity among beneficiaries.
March 31, 2023
Social Security Retirement Fund on Track to Go Bust in 2033: Trustees ReportAllowing the programs to become insolvent could lead to reductions in benefits, The Senior Citizens League says.
March 30, 2023
Merrill Wealth Chief Sieg Jumps to CitigroupReplacing him at Merrill's wealth unit, which had assets of $2.8 trillion last year, will be Lindsay Hans and Eric Schimpf.