Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
New DOL Fiduciary Rule Closes Loopholes, Biden Officials Explain
By Melanie WaddellThe rule applies a fiduciary standard to retirement advice on rollovers and fixed indexed annuities.
October 27, 2023
How a Creative Planning Advisor Helps the Wealthiest ClientsSupporting ultra-wealthy clients involves investment management, estate planning risk management and much more, Brenna Saunders says.
October 27, 2023
Michael Phelps Shares Lessons on SuccessIf I wasn't going to do the work, somebody else was," the 23-time Olympic gold medalist said.
October 26, 2023
Social Security Child Benefits One Path to Ease Grandparents' Burden: StudyFinancial support for the generation-skipping caregivers could include interventions from state and federal governments.
October 26, 2023
Raymond James Picks Up $3B Cetera-Affiliated Advisor TeamThe wealth management firm adds to its Financial Institutions Division with 50 professionals from Columbia Wealth Advisors.
October 25, 2023
Demand for RIAs Will Keep Growing, Schwab Execs SayToday's top clients want "real guidance," not product sales, Advisor Services head Bernie Clark says.
October 25, 2023
LPL Rolls Out Scaled-Down CFO Solution for AdvisorsThe Essentials program of strategic support is a lower-priced alternative to the firm's existing Premium offering.
October 25, 2023
Fintech Firm CAIS Launches Alternative Investment PlatformThe web-hosted software was designed to centralize and streamline fund workflows for advisors.