Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
4 Investment Myths Advisors Believe
By Dave GilreathSome advisors embrace popular investing misconceptions backed by vague assumptions. Don't be one of them.
February 04, 2022
The $3 Trillion Question: What if Women Invested at the Same Rate as Men?BNY Mellon investigated why they don't — and how those trillions would be invested if they did.
February 04, 2022
5 Keys to Managing When Everyone's Out Sick, AgainAdvisor absenteeism due to illness has reached levels that could have longer-term ramifications, Angie Herbers says.
February 04, 2022
TD Ameritrade Reps Can Now Advise Clients on Schwab ProductsTD Ameritrade reps have been trained to enroll clients in Schwab solutions and get paid on those solutions.
February 03, 2022
Advisor Tells What 2 NFL Players' Financial Plans Really Look LikeAdvisor Jake Stoneburner, a retired NFL player himself, takes ThinkAdvisor through his planning for Garrett Griffin and retired player Jake Ballard.
February 03, 2022
MaxMyInterest Boosts Offerings for Envestnet, Tamarac Users: Tech RoundupAlso, WisdomTree unveils a new digital wallet, WisdomTree Prime.
February 03, 2022
Fidelity's Advisor Platform Gets Major Update"This looks like a pretty extensive overhaul in terms of usability and personalization," consultant Tim Welsh says.
February 03, 2022
Less Than a Quarter of CFPs Are Women (Still)The share of planners who are women has been stuck around 23% for years, the CFP Board reports.