Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
A New Study Links Partial Retirements to a Surge in Spending. What Gives?
By John ManganaroA new J.P. Morgan survey shows more than half of married American households do not retire all at once, instead embracing "partial" retirements.
May 21, 2024
Orion Wealth Names New PresidentRon Pruitt joins Orion from Nasdaq Analytics, where he was president.
May 20, 2024
Fidelity Seeks to Empower Newly Tech-Savvy AdvisorsAdvisors who embraced tech during the pandemic are seeing benefits and looking for more, Fidelity's Marissa Herr says.
May 20, 2024
Bitcoin ETF Inflows Are Skyrocketing. Do Advisors Care?While skeptics remain, data suggests the number of advisors open to recommending crypto has risen.
May 17, 2024
What the FTC's New Non-Compete Ban Means for Advisor RecruitingThe real reason unhappy advisors stay put has nothing to do with legal agreements, recruiter Jason Diamond says.
May 16, 2024
Most Americans Lack Confidence in Managing Inheritance Alone: SurveySixty-one percent of respondents said they would use a financial advisor if they received a large sum.
May 16, 2024
American College Partners With AI Firm on 'Matchmaking' SolutionThe collaboration establishes free advisor profiles for potential consumer matching to designees in the Professional Recertification Program.
May 15, 2024
Mercer Advisors Appoints New Principal of M&AAdding another executive with C-suite experience to the space reflects the company's commitment to inorganic growth.