Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Commonwealth Nabs Two Osaic Advisors, Spotlights Partners' Growth
By John ManganaroAegis Consulting has added Mark O'Sickey and Paul Solorzano, who worked with nearly $600 million in client assets.
September 24, 2024
What RIAs Should Know About Data-Based MarketingAsset managers and investment banks use data-driven marketing to great effect. Experts say RIAs can do the same.
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?To enhance client portfolios, advisors might want to look beyond stocks and bonds.
September 23, 2024
Yes, Your Small-Business Clients Still Must File FinCEN ReportsDespite a court ruling, the Corporate Transparency Act remains in effect for most businesses, with penalties for noncompliance.
September 23, 2024
Future Proof Festival Scales Up BigAdvisors, industry VIPs and vendors gathered to chart a path for the wealth industry's next growth stage.
September 20, 2024
BofA Private Bank Nabs $2.7B Advisor From CitiAustin Koenen has joined Bank of America Private Bank's Atlanta office.
September 20, 2024
8 Views From Advisors and Clients on the Future of Financial PlanningNew FPA and Allianz research looks at how advisors are adapting to meet changing client needs.
September 20, 2024
Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity ReversalThe new partnership with 401GO will enable financial advisors to be paid directly from 401(k) accounts.