Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Trust in Advisors Rose Steeply in Past Decade: Cerulli
By Michael S. FischerStill, 40% of clients are skeptical that financial providers are working on their behalf, research found.
November 11, 2024
Advisors Want Seamless Digital Experience With Asset Managers: J.D. PowerNext to returns, advisors look for ease of doing business in choosing asset managers, a recent study found.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
November 07, 2024
What's at Stake in the Ameriprise-LPL Fight Over Client DataAmeriprise accuses LPL of encouraging recruits to abscond with client data; LPL says Ameriprise aims to restrict competition.
November 06, 2024
Should Clients Change Advisors When They Retire?Advisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.
November 06, 2024
What Trump's Win Means for Estate Tax PlanningOne tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.
November 05, 2024
Where to Find 4 Types of Wealthy ClientsPotential clients can be broken down, broadly, by how much they have and how much they earn.
November 05, 2024
Which Leads Are Most Likely to Become Clients? This AI Tool Helps Advisors Find Out.The technology draws on extensive data and personalized profiling to enhance advisors' prospecting, Catchlight's CEO says.