Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Is Gen X Sitting on a Pile of Wealth?
By John ManganaroNew research suggests that Gen X is now significantly wealthier than baby boomers were at the same age.
December 29, 2022
RIAs Open to New Billing Methods, Study ShowsAdvisors are increasingly exploring alternatives to quarterly billing, an Advyzon study shows.
December 29, 2022
FINRA Fines, Suspends Broker Who Hid Felony ChargesThe broker pleaded guilty to attempted vehicular assault and waited 10 months too long to report it, FINRA says.
December 29, 2022
Fidelity Files NFT, Metaverse Trademark ApplicationsOne application mentions "retirement fund investment services in the metaverse" and "digital currency services," such as trading.
December 29, 2022
How I Became a Financial Advisor: Advisors' AdviceHere are 12 pieces of advice for starting out in the business, from advisors who have been there.
December 28, 2022
A Bond Market Debate: Short or Long in Early 2023?Hedge fund manager David Tepper calls for staying short, but is that the right move for retirement investors?
December 28, 2022
Investment Quiz: Mutual Fund or ETF?How well do you know the differences between these investment vehicles? Take our quiz to find out.
December 27, 2022
The 2023 Social Security COLA Is Almost Here. What Advisors, Clients Should KnowThere are a few key messages advisors should deliver to clients as the COLA takes effect, Jeff Levine says.