Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
FPA Launches Support Community for Neurodivergent Financial Planners
By Michael S. FischerThe Neurodivergent Planner Knowledge Circle will explore the needs of planners with autism, ADHD, dyscalculia, dyslexia, Tourette syndrome and other learning variations.
October 05, 2021
Top 5 Financial Planning Trends for the Next 5 YearsThe Financial Planning Standards Board surveyed CFPs on what they think financial advice delivery will look like.
October 01, 2021
Riskalyze Unveils Platform Enhancements, Docupace Announces Deal at Fearless SummitLatest additions to the Riskalyze platform include Discovery, a feature using a quantitative engine to find the best securities for each client.
October 01, 2021
Rethinking Risk in Retirement PlanningDownward income adjustments are inconvenient, maybe even painful. But they don't mean financial ruin.
October 01, 2021
Supreme Court to Hear Ex-Ameriprise Advisor's Arb Case ChallengeAdvisor Denise Badgerow had alleged she was fired from Ameriprise affiliate REJ Properties in retaliation for reporting the conduct of REJ's principals.
September 30, 2021
Class-Action Suit Over Allstate 401(k) Plan Can Go ForwardA judge has dismissed a motion to drop a suit against Allstate and its plan fiduciaries for mishandling 401(k) management choices.
September 30, 2021
Peter Mallouk: Target Date Funds a 'Terrible Choice' for Most InvestorsThe Creative Planning CEO sparked a heated debate over the merits of this popular retirement investment.
September 30, 2021
Kitces: The 5 Trends Shaking Up the Advisor WorldA new wave of technological disruption is here, Michael Kitces says. What's an advisor to do?