Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Onyx Subscription Service for Minority Advisors to Launch May 9
By Jeff BermanMembers get a bundled tech stack and discounted access to service providers for a monthly fee.
April 27, 2022
Bob Doll's 10 Predictions for the Rest of 2022We're in a "tug of war between earnings tailwinds and valuation headwinds," Doll says.
April 26, 2022
Why Advisors Shouldn't Dismiss Index-Linked AnnuitiesAdvisors shouldn't brush off investments that limit downside (and upside) as inefficient gimmicks.
April 26, 2022
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2022"Hybrid" investors who get some advisor help are less satisfied than both DIY investors and full-service advisor clients.
April 26, 2022
Edelman Financial Engines Nabs Goldman Exec as Its New CFOAt Goldman, Suzanne van Staveren played a key role in integrating Ayco and United Capital.
April 26, 2022
9 Reasons People Find You InterestingThese traits can help you build relationships, no matter your income level.
April 25, 2022
LPL Picks Up Merrill Exec, Shuffles LeadershipLPL has named new leaders to the groups formerly led by Burt White and Andy Kalbaugh.
April 25, 2022
Altruist to Launch Its First Model Portfolio With Direct IndexingAdvisors will soon be able to help investors access direct indexing with as little as $2,000, the company said.