Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Former LPL Strategist Ryan Detrick Joins Carson Group
By Dinah Wisenberg BrinDetrick left LPL Financial in June.
July 25, 2022
The 60/40 Strategy Will Make a Comeback: Morgan StanleyThe approach offers higher estimated long-term returns over the next decade than in the last 10 years, says a strategist.
July 22, 2022
FINRA Bars Ex-Wells Fargo Broker After Fraud ComplaintThe former broker refused to testify in an investigation of his conduct, FINRA says.
July 22, 2022
10 Things Top RIAs Did Differently From Rivals in 2021In its annual benchmarking survey, Schwab teased out what separates the top 20% of firms from the rest.
July 22, 2022
4 Reasons to Fight for Financial Planners' Legal RecognitionThis push may involve lots of resources and many years of planning and effort, but the FPA is ready to lead it.
July 21, 2022
Why This Advisor Tells His Clients 'Retirement Is Obsolete'Jake Northrup helps clients align their money with their lives so they can enjoy experiences while they're young.
July 21, 2022
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech RoundupAlso, Orion Advisor Solutions announces new enhancements to the LoneStar 529 Plan.
July 20, 2022
Fidelity's Poaching Complaint Against Former Advisor and UBS Is DismissedFidelity sought injunctive relief to stop an ex-advisor who left the firm from allegedly poaching clients from it.