Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Carson Group Launches Free Online Diversity Course for Advisors
By Jeff BermanHighlights of the new course are videos featuring diversity and inclusion experts including Sonya Dreizler, as well as a DEI toolbox.
May 20, 2021
BlackRock Strengthens Aladdin Platform's Trading Capabilities: Tech RoundupAlso, AdvisorPeak becomes the first trading and rebalancing platform to be offered on Invent's cloud tech platform.
May 19, 2021
Josh Brown: How Ritholtz's Growing Robo Fits Into Its BusinessThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
May 19, 2021
Edelman Financial Engines to Buy $846M RIA in the NorthwestEdelman Financial Engines is adding to its tax practice capabilities and CPA staffing with the transaction, expected to close this quarter.
May 19, 2021
DOL's New Fiduciary Guidance for Rollovers: What Advisors Should KnowDetails are emerging that can help advisors understand their obligations under Labor's new standard.
May 19, 2021
10 Must-Ask Questions to Help You Take More Control of Your PracticeAdvisors should review these key issues and use the answers as the blueprint for their business lives.
May 19, 2021
10 Things Never to Say to Wealthy ClientsBefore using a phrase that could alienate your client, consider these suggestions for what to say instead.
May 18, 2021
Dynasty Launches First Crypto Options for Its AdvisorsThe firm has teamed with Eaglebrook Advisors to offer Bitcoin and other digital assets to its advisor network.