Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Future Proof Wealth Festival Returns With Gusto
By Timothy WelshThe SoCal event drew a large crowd of advisors, asset managers, fintech VIPs, sports pros and music artists.
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.
September 21, 2023
LPL Expands Succession Planning Program to Advisors Outside the FirmThe firm's Liquidity & Succession offering allows advisors to sell their practice while maintaining their brand, it says.
September 21, 2023
How 3 Advisors Are Putting AI to WorkThese advisors walked us through how they are using AI, cautiously, in their practices.
September 20, 2023
Use This Metric to Improve on the 4% Rule, Planner SaysOscar Vives of PNC Wealth Management suggests looking beyond simple probabilities of success and failure.
September 20, 2023
Why XYPN Ended Its Tax Service for AdvisorsThe firm "couldn't find a way to make the economic model work" despite demand, CEO Alan Moore said.