Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Edward Jones to Expand Advisor Team Strategy
By Jeff BermanAdvisor consultants Mark Elzweig and Andy Tasnady cheered the move.
June 07, 2022
Fake Financial Advisor Gets 4.5 Years in Prison for FraudThe defendant used some of the $3 million scammed from clients for gambling and to make Ponzi payments.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.
June 06, 2022
Jamie Hopkins: Your Clients Don't Care About Your Fee ModelThey do care about knowing what they're getting, and many advisors struggle to articulate their value, the Carson Group executive says.
June 04, 2022
Hitting the Bull's-Eye in a Niche Target MarketAs the market becomes more saturated, advisors must differentiate themselves in order to succeed.
June 03, 2022
ESG Interest Among Advisors Might Have Peaked, New Survey FindsWaning client interest may be fueling a potential shift away from such investments, according to an FPA study.
June 03, 2022
Ric Edelman: Advisors Can Hate Crypto but Can't Ignore ItCrypto is projected to generate $5 billion in advisory fees over the next five years, he says.
June 02, 2022
Kitces: To Serve Clients More Efficiently, Think Beyond the ObviousIf you think your only options for meeting special client needs are to say yes or no, keep thinking, Kitces says.