Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Commonwealth Plans Big Tech Investments as More of Its Advisors Ditch FINRA
By Jeff Berman"Commonwealth actually looks more like a national RIA than it does a traditional broker-dealer," CEO Wayne Bloom tells ThinkAdvisor.
November 24, 2021
In a Resurgent Economy, Inflation LoomsWages are increasing, but current data show that inflation is rising faster.
November 24, 2021
Best & Worst Performing Robo-Advisors Over the Past 5 YearsThe 60/40 portfolio is not dead in the robo-advisor space.
November 24, 2021
'The Changing Complexion of Wealth': Attracting More Diverse Talent at MerrillThe wealth management exec says the industry must "take steps to make this profession more appealing for talent we wish to attract."
November 24, 2021
Google Reviews Are the New Client Referrals: Samantha RussellThe new Google Screened "could be a huge game changer" under the new SEC ad rule, she says.
November 24, 2021
What 10 Advisors Are Most Thankful For: Advisors' AdviceFinancial advisors say they are most thankful for their families and businesses, including the industry they chose to be in.
November 24, 2021
2 More States Adopt Commission-Friendly Annuity Sales RulesAdvocates of the model hope to ward off the imposition of a broad fiduciary standard.
November 24, 2021
Biggest Retirement News of 2021Some of this year's biggest headlines focused on topics like the Social Security COLA and IRA issues.