Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisors Need Automation, Not 'Phoniness': Snappy Kraken
By Jane Wollman Rusoff Jane Wollman Rusoff"There's a real hunger for authenticity and being human," Snappy Kraken's Angel Gonzalez tells ThinkAdvisor.
June 05, 2023
Auto-IRA Bill Advances in Pennsylvania LegislatureAs drafted, the Keystone Saves program would utilize automatic enrollment, but participation would not be mandatory for employees.
June 01, 2023
Why You Shouldn't Follow the Lazy Compliance CrowdWhen regulators visit, they don't care what other firms are doing; they're focused on examining you and your firm's conduct.
June 01, 2023
What's at Stake for Social Security as Debt Deal Moves to SenateExperts fear reduced resources for the IRS will have unintended consequences.
June 01, 2023
Mariner Wealth Advisors Launches Financial Wellness PlatformThe introduction follows the RIA's acquisition of Spring, a provider of financial wellness benefits.
June 01, 2023
U.S. Heading From Retirement 'Crisis' to Retirement 'Catastrophe': AllianzMarket volatility and recurring financial crises are making the already difficult process of retirement planning even more challenging.
June 01, 2023
How the Fastest-Growing Advisory Firms Are Different, in 7 ChartsNew research from Nitrogen looks at how firms think about risk, competition and client acquisition.
June 01, 2023
Wells Fargo Advisors Picks Up New Head of National Sales From JPMorganBarry Simmons was most recently a managing director and head of J.P. Morgan Wealth Management's East Division.