Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Cetera Lured Advisors With $13B of Assets in 2022
By Jeff BermanThe results represented a record year for Cetera and were up from about $10 billion in 2021.
February 02, 2023
How Early 401(k) Withdrawal Penalties Punish the Most VulnerableStiff penalties for early retirement account withdrawals often drive people towards alternatives such as high-interest credit card debt.
February 02, 2023
Envestnet Adds Pontera's 401(k) Management Platform: Tech RoundupAlso, the updated Hearsay Sites offering gives advisors improved SEO capabilities.
February 01, 2023
HSA Assets Grow, and Advisors Take NoteExperts say financial advisors with knowledge about health savings accounts can deliver substantial value to clients.
February 01, 2023
How Model Portfolios Work in the Real World: Advisors' AdviceAdvisors told us how they use model portfolios with clients — or why they don't.
February 01, 2023
Commonwealth Rolls Out Private Wealth Designation ProgramThe CPWA designation is for advisors who want to meet the complex needs of wealthy clients.
February 01, 2023
Mariner Wealth Hires John Hancock ExecTodd Cassler comes on board to serve as the firm's chief strategy and growth officer.
January 31, 2023
Gavin Spitzner Dies at 57The Wealth Consulting Partners president had been fighting acute myeloid leukemia since being diagnosed with it in September.