Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
4 Questions to Ask About Alternative Investments and Wealth Tools
By Andy AzizAs more advisors turn to alternatives, how can they best combine their clients' investment and financial planning information?
December 02, 2022
4 Trends Shaping Up in 401(k)sRetirement industry executives see a fast-growing need for trusted, fiduciary advice about retirement income.
December 02, 2022
Black Ex-Merrill Reps Dismiss Discrimination SuitTwo ex-brokers had alleged that African American advisors were paid less and promoted less often than white advisors.
December 02, 2022
4 Retirement Planning Moves That Can Yield Big Tax SavingsMany investors underestimate the impact their retirement account withdrawal decisions have on their wealth, Ritholtz's William Sweet says.
December 01, 2022
401(k) Plans Are Coming for Your RolloversThe growth of income annuities within 401(k)s could result in more retiring workers leaving their assets in-plan.
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.