Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
5 Trends That Are Powering Advisor Growth
By Michael S. FischerEnvestnet research highlights the evolving landscape of financial advisory services and the increasing role of technology.
December 18, 2023
10 Worst Financial Advisors in America: 2023While most advisors make clients' lives better, others stand accused of financial crimes — and worse.
December 18, 2023
With AI Exploding, Here Are 3 Ways to Boost Your HumannessThe best response to ChatGPT, Bard and other artificial intelligence tools? Be more of what they're not.
December 18, 2023
Personal Investing Head Joanna Rotenberg to Leave FidelityRotenberg helped steer the firm's partition of its personal investing business into two distinct entities.
December 18, 2023
Portfolio Experts to Highlight 2024 OutlookCarson's Ryan Detrick, Frontier's Robert Miller and Hightower's Zachary Christopher zoom in on the markets this Wednesday.
December 18, 2023
Complying With SEC Cyber Rules Remains 'Super Difficult'Rules now require public firms to report cyber issues within four business days of finding them "material" to shareholders.
December 15, 2023
Advisors See Benefits From High Interest Rates, Expect Yield Curve to Flip Soon: SurveyWith a higher rate environment, bonds are once again prominent in the asset allocation discussion.
December 14, 2023
IRS Overhauls Leadership StructureThe moves set for early 2024 mark the agency's first such organizational change in more than two decades.