Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Jamie Hopkins: SVB Collapse Is Wake-Up Call on Cash Management
By John ManganaroWhere should clients park their cash, and how much cash is too much?
March 16, 2023
Financial Confidence Is Up for Women of Color, but Retirement Readiness Still LagsThese women are generally hungry for more financial advice and support, Edelman Financial Engines finds.
March 16, 2023
'Is My Money Safe?' What 7 Advisors Are Telling Clients — Advisors' AdviceEven though bank deposits and BD assets are well-protected from institutional failure, clients may still have concerns.
March 16, 2023
Digital Assets Council Expands Certificate Program"Our new four-track program broadens the appeal to a wider audience," according to DACFP founder Ric Edelman.
March 16, 2023
How to Tap Into the 'Phenomenal' Growth of Wealthy ClientsMercer Advisors' Jeremiah Barlow discusses how advisors can expand their work with HNW, UHNW and family office clients.
March 15, 2023
DOJ Arrests Chinese Billionaire and Steve Bannon Associate in $1B Fraud SchemeExiled businessman Guo Wengui, an associate of the former White House advisor, was "a serial fraudster," according to the SEC.
March 15, 2023
Altruist Buys Rival Custodial Platform SSGThe acquisition will help Altruist, led by Jason Wenk, double the footprint of its RIA-exclusive services and products.
March 15, 2023
LUMINARIES 2023 Nominations Portal OpenThinkAdvisor's recognition program is accepting nominations through April 18. There's no cost to participate.