Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Rockefeller Lures $1B Team From Janney
By Dinah Wisenberg BrinThe upstate New York group has served individual, charitable and small-business clients.
January 06, 2025
Citi Wealth Taps J.P. Morgan Wealth Exec for Investment Advisory RoleMarc Turansky most recently led advisory programs at J.P. Morgan Wealth Management.
December 30, 2024
How an Advisor Helps U.S. Expats Navigate Taxes, PlanningArielle Tucker says she provides tailored solutions to help expat clients feel more confident about their futures.
December 30, 2024
The Keys to Finding Financial HarmonyBringing out clients’ feelings is vital to aligning their money with their lifestyle, says author Preston D. Cherry.
December 27, 2024
What Will You Do Differently in 2025?If you make several resolutions and keep a couple each year, you should make steady improvements.
December 17, 2024
CFP Board Seeks Feedback on Competency StandardsProposed changes include the education, experience, examination and continuing education requirements.
December 13, 2024
Retail Direct Channels Are Gobbling Advisors' Market Share: CerulliOne reason is their success at retaining 401(k) and IRA assets.
December 10, 2024
Number of CFP Exam-Takers Sets New HighThe pass rate for the November exam was 62% with the second-largest number of people taking it.