Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What's in an Investor's Best Interest? Depends on Who You Ask: Dalbar
By Michael S. Fischer"Best interest" as defined by advisors is not in sync with investors' priorities, the analysis found.
November 11, 2021
XYPN to Launch Virtual Assistant Program for Advisor MembersA pilot for the program is expected to start in Q2 2022, says Alan Moore, XYPN CEO and co-founder.
November 11, 2021
Vanguard Model Portfolios Added to CircleBlack Platform: Tech RoundupAlso, Betterment for Advisors made a deal with an advisor-client matchmaker.
November 10, 2021
How to Protect Portfolios When Inflation Hits: Advisors' AdviceThe October CPI data shows 6.2% inflation over past 12 months. How are advisors protecting client investments?
November 10, 2021
Honoring Advisors Who Serve(d): Veterans Day, 2021Here are stories from advisors, in their own words, of their time serving in the military.
November 10, 2021
Dynasty Pilots Program to Match Wealthy Prospects With AdvisorsA beta launch of the new Dynasty Connect referral program started with a small number of advisors in the firm's network.
November 10, 2021
The Biggest Financial Mistakes Business Owners Make: Advisors' AdviceAdvisors discussed how they help business-owner clients avoid mistakes on taxes, insurance and other critical financial matters.
November 09, 2021
FINRA Bars Broker Accused of Trading in Dead Client's AccountThe broker, formerly affiliated with SagePoint and Cambridge, was accused of excessive unauthorized trading and forgery.