Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Black Ex-Merrill Reps Dismiss Discrimination Suit
By Jeff BermanTwo ex-brokers had alleged that African American advisors were paid less and promoted less often than white advisors.
December 01, 2022
Envestnet Billing Platform to Give Schwab Advisors More Flexibility: Tech RoundupAdvisors using the Schwab platform and BillFin will gain access to additional capabilities, including flexible billing setup.
December 01, 2022
5 Basic Finance Lessons Many Clients (and Some Advisors) Forgot This YearMichael Finke and David Blanchett dig into the lessons offered up by the "spectacular decline" in the value of cryptocurrencies.
December 01, 2022
Mercer Buys $5B RIA in Silicon ValleyThe acquisition of Regis Management will expand the scope of Mercer Advisors' UHNW and family office work.
December 01, 2022
For CPAs, Elite Planning. For RIAs, Richer Clients.Advisors in IP's CPA Alliance can gain clients 10 to 30 times wealthier than their average clients, Paul Saganey says.
November 30, 2022
Suze Orman: Even the Wealthy Need Emergency SavingsWealthy clients can face surprisingly big unexpected expenses, Orman says.
November 30, 2022
Senators Stump for Emergency Savings in Secure Act 2.0, With Help From Suze OrmanSens. Cory Booker and Todd Young hope the Emergency Savings Act can be included in a year-end spending bill.
November 29, 2022
Atria Adds Former LPL Exec to Push Indie Growth StrategyBill Morrissey will support the firm's "next stage" and will lead the roughly 1,500 advisors in Atria's independent channel.