Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Is the Stock Market Poised for Crash, Correction or More Gains?
By Bernice NapachA wide range of market strategists from Schwab, GMO, DoubleLine and elsewhere shared their market predictions.
June 28, 2021
Investment Advisor Industry Grows for 9th Consecutive YearTotal SEC-registered advisors, clients served, assets managed and people they employed reached record highs in 2020.
June 25, 2021
Investors Prefer Advisors Similar to Them: SurveyFinancial advisory firms must address the disconnect between what the industry looks like and changing demographics, a survey has found.
June 25, 2021
Jamie Hopkins: How a Capital Gains Tax Hike Will Affect AdvisorsThe proposed tax increase will have a major impact on advisors who plan to sell their firms, Carson Group's managing partner of wealth solutions says.
June 25, 2021
How to Become the Advisory Firm of the FutureNow is the time to "rethink the way work happens and where it happens," Altair Advisers' CEO says.
June 24, 2021
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for AdvisorsThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 24, 2021
Pushed by Pandemic, $842M Merrill Team Leaps to Raymond JamesWorking from home, "we felt that it was finally a good time for us to revisit what we want our business to look like," the team's managing director says.
June 24, 2021
Trendspotter: Where Have All the Brokers Gone?Registered reps and BDs have been declining in numbers for years. Susan Schroeder, Andy Tasnady and Danny Sarch explain why.