Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Raymond James Gives Fee-Only Advisors New Model
By Janet LevauxIt announced the new corporate RIA model ahead of its Elevate conference May 16-18 in Nashville, Tennessee.
May 13, 2022
Bonds May Be Down, But Some Annuity Payouts Are UpA "free lunch" potentially exists for advisors and retirees willing to shop around for the most attractive rates.
May 12, 2022
Envestnet's Dani Fava: Embedded Investing Solution Coming This YearThe fintech firm has been laying the groundwork to offer financial services in nonfinancial consumer apps.
May 12, 2022
Why Advisors Should Target Clients in Their 40s: CerulliMany investors become more reliant on their advisors once they reach their 50s, new research finds.
May 12, 2022
Alternatives for Firms With Private-Label DAFsMany firms and advisors realize their private-label DAF may not be ideal for all clients.
May 12, 2022
5 Ways Financial Advice Is Changing NowHere are the key trends to understand so you can set your practice up for growth, says the co-head of Pershing's Wealth Solutions.
May 11, 2022
Envestnet CEO Opens Summit With New Cloud Tech, Upbeat VibesCEO Bill Crager unveiled the new Envestnet Wealth Data Platform and invited advisors to check out a new client portal.
May 11, 2022
FPA Introduces College Planning Certificate CourseThe course, College Planning Made Easy, qualifies for 4.5 CE credits.