Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
5 Workplace Trends Advisory Firm Leaders Need to Harness Now
By Angie HerbersInstead of fighting these trends, lean into them to attract top talent and set your firm up for growth.
August 03, 2022
Kitces: 10 Questions to Ask When Building a Year-End Tax Planning ChecklistKey issues to focus on include taxes, cash flow, insurance and estate plans, Michael Kitces says.
August 02, 2022
Citi's New Wealth Unit to Add 500 JobsThe decision to expand the bank's wealth management offerings was "blindingly obvious," said Citigroup CEO Jane Fraser.
August 01, 2022
Raymond James Creates Advisor Network for VeteransVFAN's main goal is to continue enhancing the professional development and support of veterans working for the firm.
August 01, 2022
The Next Fintech Movement Coming to the U.S.Canadian fintechs are taking a cue from Pamela Anderson and Justin Bieber and expanding southward.
August 01, 2022
Worker Classification for Independent Financial Professionals: Big Changes Ahead?The Labor Department plans to propose new rules on independent contractors that might affect advisors.
August 01, 2022
10 Steps Advisors Should Take to Protect Their Clients' Portfolios NowBuckingham's Jeffrey Levine, Larry Swedroe and Kevin Grogan address the planning implications of a recession and inflation.
July 29, 2022
National Securities Closes Its DoorsThe broker-dealer ceased operations this week, and its advisors moved to B. Riley Wealth through a merger.