Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
CFP Board Creates Scholarship Program Honoring First Black CFP
By Jeff BermanThe CFP Board Center for Financial Planning's first endowed scholarship program honors LeCount R. Davis.
August 22, 2022
Meet the 2022 LUMINARIES JudgesThese 12 industry VIPs help lead firms and organizations committed to best practices, innovation and diversity.
August 19, 2022
Retirees Stay the Course in Bumpy Q2: FidelityOf those who did make a change, 85% made only one, with most shifting savings to more conservative investments.
August 19, 2022
Morgan Stanley's $10.2M Deal Over Advisor Expenses Heads Back to CourtThe settlement is tied to a class-action complaint that the firm didn't correctly reimburse some 3,000 advisors.
August 19, 2022
4 Ways Advisors, Clients Are Responding to Bear MarketSmartAsset checked to see if clients are heeding their financial advisors' counsel during the current market downturn.
August 19, 2022
Schwab-TD Ameritrade Integration Still on Track: ExecutiveSchwab has also launched Jump Start, which lets TD advisors "choose to open new accounts on the Schwab platform," says Alison Dooher.
August 19, 2022
Dynasty Partners With Pontera on Retirement Outcomes: Tech RoundupAlso, Orion has partnered with Apex to launch a fast, fully digital account opening for independent advisors.
August 18, 2022
Is the Economy Going to Crash?Here are the key factors influencing the U.S. economic and market situation today.