Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What RIAs Should Know About Data-Based Marketing
By John ManganaroAsset managers and investment banks use data-driven marketing to great effect. Experts say RIAs can do the same.
September 23, 2024
Future Proof Festival Scales Up BigAdvisors, industry VIPs and vendors gathered to chart a path for the wealth industry's next growth stage.
September 20, 2024
BofA Private Bank Nabs $2.7B Advisor From CitiAustin Koenen has joined Bank of America Private Bank's Atlanta office.
September 20, 2024
8 Views From Advisors and Clients on the Future of Financial PlanningNew FPA and Allianz research looks at how advisors are adapting to meet changing client needs.
September 20, 2024
Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity ReversalThe new partnership with 401GO will enable financial advisors to be paid directly from 401(k) accounts.
September 19, 2024
9 Reasons to Reconsider Switching FirmsHere's how to assess if the likely upsides of moving from one firm to another justify any potential downsides.
September 18, 2024
FPA Elects Future President, Board MembersDaniel Galli will head the organization in 2026, taking over from Paul Brahim.
September 18, 2024
Income Lab Launches Head-to-Head Annuity Evaluation ToolsThe new features integrate directly with the provider's existing suite of retirement planning functions.