Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
April 07, 2021
AdvicePay Adds Financial Plan Compliance ToolThe new tool centralizes compliance reviews of financial plan deliverables to streamline the process, AdvicePay says.
April 07, 2021
FSI Rolls Out New Health Insurance Program for Indie AdvisorsThe new national health program enables advisors to buy ACA-compliant individual plans up to 50% off the open market price, FSI says.
April 06, 2021
Wealthy Americans Reveal How They've Picked Advisors, Investments in the PandemicAbout 44% of Bank of America poll respondents have changed their investment risk tolerance during the healthcare crisis.
April 02, 2021
Onramp Invest to Beta-Test Its Crypto Platform This MonthCEO Tyrone Ross says his company is partnering with firms including WisdomTree.
April 02, 2021
Creating an Intentional Path to Partnership Can Produce Lasting BenefitsBeing a partner involves hard work, so finding the right people is essential.
April 01, 2021
Are the Benefits of Switching Firms Worth the Costs?Advisors lose 19% of client assets, on average, when they change firm affiliations, on top of planned attrition, Cerulli found.
April 01, 2021
Raymond James Nabs 11 Reps From Wirehouses, Other RivalsAdvisors managing over $1.2 billion have joined affiliate Crux Wealth Advisors and the firm's Alex. Brown division.
March 31, 2021
FPA, Ric Edelman's Digital Assets Council to Educate Planners on CryptoThis strategic partnership aims to help FPA members understand digital currencies and their impact on financial plans.
March 31, 2021
12 States With the Highest Taxes in AmericaWalletHub looked at income, property, sales and excise taxes in each state.
March 30, 2021
Ameriprise Adds $7B Credit Union to Its BD PlatformThe credit union established a wealth management program with five financial advisors.