Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEO
By John ManganaroThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.
September 26, 2023
Future Proof Wealth Festival Returns With GustoThe SoCal event drew a large crowd of advisors, asset managers, fintech VIPs, sports pros and music artists.
September 25, 2023
Schwab Call Center Woes Plague RIAs After TD Ameritrade Move"I can tell you the company line from Schwab is very misleading," one advisor said.
September 25, 2023
NASAA Releases New Study Guides for Qualification ExamsThe materials aim to help financial professionals navigate the Series 63, 65 and 66 licensing exams, the group says.
September 22, 2023
7 Social Security and Medicare Quirks That Trip Up AdvisorsThe two programs can interact in surprising ways, retirement consultant Marcia Mantell says.
September 22, 2023
Cetera Names New Head of Indie Advisor ChannelTom Halloran, Cetera Wealth Partners president, will replace Brett Harrison, who is leaving after over 25 years.
September 22, 2023
Altruist Ends Portfolio Software Fee for AdvisorsThe custodian had been charging a monthly portfolio accounting fee of $1 per brokerage account.
September 21, 2023
What 7 Advisors Are Saying About 60/40 Portfolios, Tech Stocks Now: Advisors' AdviceAs balanced portfolios have bounced back, here's what advisors are telling their clients.