Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Morningstar Boosts Model Portfolio Research
By Michael S. FischerThe firm says it is doubling Analyst Rating coverage of model portfolios by the end of 2021.
September 09, 2021
Jamie Hopkins' 10 Tips for Estate Planning Amid Legislative UnknownsFollowing a reliable process can help advisors pivot if estate taxes rise or the step-up in basis is scaled back, Hopkins says.
September 09, 2021
Don't Call Us an RIA. No Offense.There's nothing wrong with RIAs, but there's a new way to be an independent financial firm.
September 09, 2021
Riskalyze Expands Connected Trading: Tech RoundupAlso, Broadridge Fi360 Solutions introduces enhanced Decision Optimizer software for financial advisors.
September 09, 2021
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: SurveyThe CFP Board polled certificants about the value of the credential.
September 08, 2021
Alex. Brown Adds Advisors Managing Over $1B From Wells Fargo, AvanzaThe advisors join the Raymond James division's offices in Miami and New York as Alex. Brown continues to expand in those markets.
September 08, 2021
Firm Breaks Away From UBS to Start $850M Indie RIAEight-person firm Mitchell WealthCare changed its name to Next Level Private after it left the wirehouse.
September 07, 2021
Wall Street Is Back — Just Not the Way Execs Had HopedWall Street's five largest banks aim to stick by plans to open buildings to more staff, but smaller rivals have balked.