Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Why Working With Strippers Makes Sense for Financial Planners
By Jane Wollman Rusoff"There's value to working with stigmatized groups and in markets that aren't overly saturated," CFP Lindsey Swanson says.
February 11, 2022
Ex-Schwab Rep Who Bilked His Dad, Other Clients Gets 16-Plus Years in PrisonThe former broker pleaded guilty to defrauding 12 investors out of more than $3.3 million.
February 11, 2022
What 11 Advisors Learned From Rejection: Advisors' AdviceNo one likes to be rejected by a prospective client, but as an advisor, it can actually help you build your business.
February 11, 2022
Wirehouse Advisors Are Still Proving Their Worth: CerulliFirms in other channels can take cues from them on advisor retention and growth strategies, Cerulli writes.
February 10, 2022
Study Shows Opportunity for Advisors Amid Inflation, VolatilityNearly half of millennials who do not work with a financial professional are considering it, research found.
February 10, 2022
11 Undervalued Tech Stocks for 2022: MorningstarThe number of cheap stocks in the tech sector has nearly doubled in the past month, according to the research group.
February 10, 2022
Ex-Merrill Advisor Who Hurled Drink, Racist Insults Suspended by CFP BoardThe advisor was recently arrested and charged over an incident at a Robeks smoothie shop in Connecticut.
February 10, 2022
Tifin Launches Advisor Growth Platform: Tech RoundupAlso, YieldX adds eMoney Advisor founder Edmond Walters to its board of advisors.