Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
5 Reasons Going RIA Beats the IBD Model
By Jon HenschenIt's not an accident that the RIA channel is the fastest growing.
November 29, 2021
Raymond James Hires Edward Jones Exec to Lead RecruitingRobert Moseley will lead the advisor recruiting platform for the firm, which had close to 8,500 advisors Sept. 30.
November 24, 2021
10 Cool Holiday Gifts for Clients Under $100These gifts range from the practical to the nice-to-have to the whimsical and fit within FINRA's client gifting rules.
November 24, 2021
In a Resurgent Economy, Inflation LoomsWages are increasing, but current data show that inflation is rising faster.
November 24, 2021
Best & Worst Performing Robo-Advisors Over the Past 5 YearsThe 60/40 portfolio is not dead in the robo-advisor space.
November 24, 2021
'The Changing Complexion of Wealth': Attracting More Diverse Talent at MerrillThe wealth management exec says the industry must "take steps to make this profession more appealing for talent we wish to attract."
November 24, 2021
Google Reviews Are the New Client Referrals: Samantha RussellThe new Google Screened "could be a huge game changer" under the new SEC ad rule, she says.
November 24, 2021
What 10 Advisors Are Most Thankful For: Advisors' AdviceFinancial advisors say they are most thankful for their families and businesses, including the industry they chose to be in.