Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
CEO: To Lead an RIA, 'You Have to Understand People'
By Jane Wollman RusoffTechnical knowledge is not enough, SignatureFD chief Heather Robertson Fortner tells ThinkAdvisor.
December 04, 2023
Wealth.com Names Jamie Hopkins as Strategic AdvisorThe estate planning firm says Hopkins' appointment reflects its efforts to meet the growing needs of advisors and clients.
December 01, 2023
11 New Findings on the Rising Demand for Financial AdviceThe share of investors willing to pay for advice has surged since 2009, according to Cerulli and SIMFA.
December 01, 2023
Northwestern Mutual Launches 'Signature' Portfolio Models for Young InvestorsThe new line offers five varieties based on investors' risk tolerance, ranging from conservative to very aggressive.
December 01, 2023
Vanguard, Amex Ending INVEST Financial Advice ServiceThe program fees seemed to surpass those investors could get by going to Vanguard directly.
November 30, 2023
How Life Insurance Policy Reviews Trip Up Fiduciary AdvisorsThe potential liability for financial professionals who fail to meet their duties of due diligence can be significant.
November 30, 2023
Meet the 2023 LUMINARIES WinnersWe recognized this year's winners at our third annual gala, held Tuesday at Gotham Hall in New York.
November 29, 2023
Next-Gen Advisors Upbeat on AI: SurveyFor younger financial pros, adoption of the generative technology has been fast and far-reaching.