Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
S&P 500 Ready to Join Bear Market: Morgan Stanley
By Ksenia GalouchkoIn the current market climate, it appears "the overall index is about to fall sharply with almost all stocks falling in unison," strategists say.
April 22, 2022
What Biden's Crypto Order Means for AdvisorsThe number of advisors who've personally invested in the new asset class nearly doubled in 2021 to 47%, according to a Bitwise/ETF Trends poll.
April 22, 2022
2 Found Dead; LPL Network Firm Employee ArrestedPolice suspect Ramy Fahim of Pence Wealth Management of killing a co-worker and his roommate.
April 22, 2022
Schwab Integrates With Salesforce Financial Services CloudThe pact will enable independent advisors to access Schwab data and perform workflows directly from Salesforce's CRM platform.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.
April 21, 2022
Envestnet to Offer New Data, Digital Solutions: Tech RoundupAlso, WisdomTree introduces Portfolio and Growth Solutions, providing customized portfolio and asset allocation services for RIAs and IBDs.
April 20, 2022
CFP Board Hikes Certification Cost, Adds New CE FeeThe new fee on CE providers will raise costs for CFPs, Michael Kitces says.
April 20, 2022
How to Live With Long-Term High InflationAmericans used to get along just fine when higher inflation was the norm. But the world is different now.