Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Wealth Managers to Launch Onyx Platform for Minority Advisors
By Jeff BermanRIA founders Dasarte Yarnway and Emlen Miles-Mattingly will launch the Onyx Advisor Network in January.
December 16, 2021
Schwab to Give RIAs Access to T. Rowe Price Active Mutual Funds Without FeesAbout 120 institutional no-transaction-fee funds from T. Rowe will be available in February.
December 16, 2021
TD Ameritrade Enhances Thinkorswim: Tech RoundupAlso, Envestnet | Yodlee says it has significantly grown its open banking initiatives globally.
December 15, 2021
Wells Fargo Simplifies Comp Hurdles for 2022At the same time, the wirehouse has enhanced the bonus opportunities for its registered representatives.
December 15, 2021
Ex-Ameriprise Rep Who Defrauded Retirees Gets 14 Years in PrisonThe former broker scammed clients out of over $12 million as part of a real estate investment scheme.
December 15, 2021
5 Reasons to Consider Series I Savings Bonds Now: Jeff LevineHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.
December 14, 2021
Debate: Should Congress Raise the SALT Cap?Professors Robert Bloink and William H. Byrnes discuss whether the House or Senate tax cap proposal would serve Americans better.
December 14, 2021
RIAs 'Must Do More to Justify Their Fees': Mariner Wealth's BicknellThe executive also weighs in on working at the office, what books he's reading and his favorite sport.