Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Envestnet Institute On Campus Adds Franklin Templeton as Sponsor: Tech Roundup
By Jeff BermanAlso, LinkedIn's latest compliance partner is RIA in a Box.
August 09, 2022
Kitces: Why Advisors Must Specialize NowThe average annual income of a traditional financial advisor is 12% less than a niche advisor's, he says,
August 09, 2022
60/40 Model 'Is Not Working' in This Market: Focus Financial's AdolfTraditional asset allocation models "really need an update," the head of the RIA aggregator says.
August 09, 2022
Wall Street Is Failing Women in RetirementNew efforts from BlackRock and others are laudable, but still miss the mark because they're being shaped by decades of misperceptions.
August 08, 2022
3 Steps to Better Client RelationshipsGenerational insights should help open channels of communication, not substitute for a deep look at clients' specific goals and needs.
August 08, 2022
FINRA Warns BDs of Spike in E-Signature ForgeriesThe regulator has received a growing number of reports about registered reps forging or falsifying client signatures.
August 08, 2022
Where 11 Advisors Are Telling Clients to Park Their Cash: Advisors' AdviceNow's a good time to discuss if clients can get higher returns in short-term investments and bank products.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.