Advisors

News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).

Investment Platforms

Envestnet to Offer New Data, Digital Solutions: Tech Roundup

By Jeff Berman
How to Live With Long-Term High Inflation

April 20, 2022

How to Live With Long-Term High Inflation
SALT Deduction Cap Stays in Place After Supreme Court Rejects New York Challenge

April 20, 2022

SALT Deduction Cap Stays in Place After Supreme Court Rejects New York Challenge
Ex-Morgan Stanley Rep Ran Multimillion-Dollar Ponzi Scheme, SEC Says

April 19, 2022

Ex-Morgan Stanley Rep Ran Multimillion-Dollar Ponzi Scheme, SEC Says
Orion to Buy CRM Provider Redtail

April 19, 2022

Orion to Buy CRM Provider Redtail
LPL Launches Paraplanning Services for Its Advisors

April 19, 2022

LPL Launches Paraplanning Services for Its Advisors
New WealthConductor App Lets Advisors Use Health Data in Retirement Planning

April 19, 2022

New WealthConductor App Lets Advisors Use Health Data in Retirement Planning
Merrill, Private Bank Profits Jump 28%; Advisor Headcount Dips

April 18, 2022

Merrill, Private Bank Profits Jump 28%; Advisor Headcount Dips