Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Should You Generate Income via Stablecoin Lending?
By Ric EdelmanStablecoin lending is a new way to earn passive income. Here's what advisors should know about it.
March 04, 2022
Why Wealthfront Sold Out to UBSUBS made Wealthfront an offer that the robo-advisor and its VC backers couldn't resist.
March 03, 2022
10 Best Robo-Advisors: Q4 2021Backend Benchmarking's ranking includes both qualitative factors and performance metrics.
March 03, 2022
New Platform Helps Investors Find Best Advisor Match: Tech RoundupAlso, Nasdaq teams with Hashdex to launch a digital assets curriculum for advisors.
March 03, 2022
Citigroup Plans to Target Independent Advisors in Wealth Management PushThe bank is working with InvestCloud to offer the products to nearly 150 wealth management firms on that company's platform.
March 03, 2022
How to Jump Into Pro Bono Financial PlanningHere are details on ways the FPA helps advisors volunteer their time and expertise to aid underserved and at-risk individuals and families.
March 02, 2022
Creative Planning Buys HNW-Focused New York RIAThe Doman Group manages $400 million and has a specialty service for professional athletes and entertainers.
March 01, 2022
CEO Tyrone Ross Exits Onramp; Dani Fava Leaves BoardEric Ervin, who co-founded the fintech firm with Ross, has become the firm's new CEO.