Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
In a Resurgent Economy, Inflation Looms
By Stephanie LinkWages are increasing, but current data show that inflation is rising faster.
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.
November 24, 2021
2 More States Adopt Commission-Friendly Annuity Sales RulesAdvocates of the model hope to ward off the imposition of a broad fiduciary standard.
November 24, 2021
Biggest Retirement News of 2021Some of this year's biggest headlines focused on topics like the Social Security COLA and IRA issues.
November 24, 2021
Penn Mutual's Tom Harris: Clients Want Your AdviceThe distribution executive also talks about one (furry) obstacle to the shift to digital communications.
November 24, 2021
Biggest Washington News of 2021The biggest news of this year includes regulatory, Social Security and SEC changes.
November 23, 2021
North American Family Offices Eye Up Cannabis and Crypto InvestmentsEighty-six percent of North American family offices report that their wealth increased over 2020 and 2021.