Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
JPMorgan Says Investors Too Bearish, Doesn't See Stock Selloff
By Nikos ChrysolorasInvestors have been treating mega caps as safe-havens, or "pseudo-bonds," the strategists wrote.
December 23, 2021
SEC Rejects Two Spot-Bitcoin ETFsRegulators handed cryptocurrency enthusiasts a proverbial bag of coal ahead of the Christmas holiday.
December 23, 2021
Envestnet Reports Strong Results for New Brand Campaign: Tech RoundupPlus, Northfield Information Services and Vestmark formed a new, expanded relationship to provide "more personalized solutions" to wealth managers.
December 23, 2021
The Do's and Don'ts of Advisor MarketingMeghan McCartan, head of marketing for Hightower Advisors, breaks down the best practices with April Rudin, head of the Rudin Group.
December 23, 2021
11 Phrases That Make Clients Feel ImportantWhat would your clients say if another advisor asked them, "Does your advisor think you're important?"
December 23, 2021
3 Under-the-Radar Planning Tips for 2022 Tax ChangesThough Biden's spending plans are in limbo, advisors and clients shouldn't tune out when it comes to year-end planning for tax changes.
December 23, 2021
Merrill Revamps Wealth Management LeadershipThe unit named Lindsay Hans and Chandler Root as new division executives, according to Merrill President Andy Sieg.
December 22, 2021
Thrivent's Carolyn Armitage: The Resolution Advisors Should Make for 2022The Thrivent Advisor Network head is providing Thrivent's new independent RIA with strategic guidance.