Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How to Jump Into Pro Bono Financial Planning
By Dennis J. Moore and Patrick D. MahoneyHere are details on ways the FPA helps advisors volunteer their time and expertise to aid underserved and at-risk individuals and families.
March 01, 2022
Jeremy Siegel's 5 Economic Predictions Amid Russia-Ukraine WarThe broader global financial system could face risks, the Wharton professor says.
March 01, 2022
Commonwealth Rolls Out Virtual Admin ProgramThe offering pairs advisors who need support with specialists employed by Commonwealth.
March 01, 2022
How to Attract Next-Gen Talent: Kate HealyThe industry veteran and LUMINARIES judge says younger individuals just "don't seem to know about financial planning."
March 01, 2022
What to Tell Clients Who Want to Retire Now: Advisors' AdviceWe asked advisors how war in Ukraine and surging inflation might affect clients ready to retire within six months.
February 28, 2022
The Big Mistake That Leaves Advisors Open to LawsuitsToo many brokers and advisors skip a crucial step when joining a firm, legal experts like Brian Hamburger say.
February 28, 2022
Warren Buffett's 8 Nuggets of Wisdom for Investors: 2022The conglomerate has produced compounded yearly gains that are nearly double those of the S&P 500.
February 28, 2022
No, Your Client Won't Ditch You for a Robot: Vanguard SurveyMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.