Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Fed Hikes 75 Basis Points Second Time, Signals Third is Possible
By Jonnelle Marte and Catarina SaraivaCriticized for misjudging inflation and being slow to respond, officials are now forcefully raising interest rates to cool the economy.
July 27, 2022
8 Reasons Stress Testing Your Client's Financial Plan Is a MustFor one thing, inflation can eat away at clients' portfolios, according to eMoney.
July 26, 2022
Captrust Adds $4B RIA Based in MissouriThe acquisition is the first Captrust's closed in 2022 and the 57th firm to join it since 2006.
July 26, 2022
UBS Says It's Part of Probe Into Unapproved Staff MessagingRegulators are set to levy $1 billion in fines on the biggest banks for failing to monitor employees' use of unauthorized messaging apps.
July 25, 2022
Death of Roe v. Wade Is Causing Financial Pain, a Doctor and Advisor SaysWomen denied abortions often have reduced earning potential for life, former ER physician Carolyn McClanahan tells ThinkAdvisor.
July 25, 2022
12 Fastest-Growing RIAs in the U.S.: 2022SmartAsset looked at growth in AUM and the number of client accounts at more than 700 firms.
July 25, 2022
Former LPL Strategist Ryan Detrick Joins Carson GroupDetrick left LPL Financial in June.
July 25, 2022
5 Questions to Ask Now About Client EngagementHere's what to look at if your firm wants to spend less time on mundane administrative tasks and have more time for clients.