Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Driving Excellence in Asset Management (Video)
By Envestnet (sponsored)Asset Manager of the Year Award winners highlight the processes, philosophies and methods that support stellar performance.
June 22, 2022
Advisor Group to Buy $40B American PortfoliosAdvisor Group CEO Jamie Price says American Portfolios Chairman and CEO Lon Dolber will stay as part of the deal.
June 21, 2022
Hosting a Dinner Party to Impress Your Clients, Made EasyYou don't have to be an event planner or master chef to pull this off.
June 21, 2022
Which Firms Are Really Driven by Financial Planning?While financial plan-driven investing has grown dramatically, it's not as widely practiced as you may think.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.
June 21, 2022
Invest in Others Names 'Charitable Champions' of 2022Collectively, the winners raised nearly $2.1 million and donated 20,750 hours through their community-focused efforts in 2021.
June 21, 2022
July Court Date Set for LPL Network Firm Employee Charged With Double MurderRamy Fahim is charged with killing his co-worker at an LPL Network RIA firm and the co-worker's roommate.
June 20, 2022
Pershing X Platform Launch on Track for Late 2022A new business unit focused on building "innovative solutions for the advisory industry" developed the prototype, the firm says.