Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Wealthy Americans Reveal How They've Picked Advisors, Investments in the Pandemic
By Michael S. FischerAbout 44% of Bank of America poll respondents have changed their investment risk tolerance during the healthcare crisis.
April 01, 2021
Are the Benefits of Switching Firms Worth the Costs?Advisors lose 19% of client assets, on average, when they change firm affiliations, on top of planned attrition, Cerulli found.
April 01, 2021
Raymond James Nabs 11 Reps From Wirehouses, Other RivalsAdvisors managing over $1.2 billion have joined affiliate Crux Wealth Advisors and the firm's Alex. Brown division.
March 31, 2021
FPA, Ric Edelman's Digital Assets Council to Educate Planners on CryptoThis strategic partnership aims to help FPA members understand digital currencies and their impact on financial plans.
March 31, 2021
12 States With the Highest Taxes in AmericaWalletHub looked at income, property, sales and excise taxes in each state.
March 30, 2021
Ameriprise Adds $7B Credit Union to Its BD PlatformThe credit union established a wealth management program with five financial advisors.
March 29, 2021
5 Reasons for Advisors to Use Financial Wellness in Their Content MarketingA solid content marketing strategy includes articles, infographics, webinars, interactive tools and social media.
March 29, 2021
10 Worst Financial Advisors in America: 2020Last year's worst advisors allegedly ran Ponzi schemes, stole from the elderly and veterans, and one was even charged with murdering a client.