Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
SEC Set to Allow Bitcoin Futures ETFs as Deadline Looms
By Katie Greifeld, Vildana Hajric and Ben BainThe regulator isn't likely to block the products from starting to trade next week, said people familiar with the matter.
October 14, 2021
BofA Reports 64% Jump in Merrill, Private Bank Profits: Q3 EarningsMeanwhile, Morgan Stanley and Wells Fargo's wealth units report strong earnings and revenue growth, too.
October 14, 2021
Merrill Reports Positive Feedback on New MAX AppThe new mobile advisor experience was launched late last month after a pilot with a few hundred advisors.
October 14, 2021
New Pershing X Business Unit Launches: Tech RoundupAinslie Simmonds will lead the unit. Also, Carson onboards FeeX fintech retirement services for its financial advisors.
October 14, 2021
Ron Carson: Stop Using the Word 'Fee'"No one likes fees, but we're all willing to make an investment in our future," the Carson Group CEO said in a wide-ranging panel discussion.
October 13, 2021
The Biggest Financial Planning Mistakes Clients Make: Advisors' AdviceMistakes run the gamut from not having a plan at all to tax errors costing thousands of dollars, financial advisors say.
October 12, 2021
Only Half of Institutional Investors Expect to Meet Target Returns by 2025: FidelityRespondents widely said they had been forced to take on more risk to achieve the same level of return.
October 12, 2021
How to Take Networking, Problem Solving to the Next LevelF2 Strategy's Doug Fritz explains what makes today's advice-focused businesses tick and how data can be an advisor's friend.