Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Cetera Releases Active ETF Recommendation List for Advisors
By Dinah Wisenberg BrinThe vetted list features 50 active ETFs across 26 equity, fixed income and alternative asset classes, Cetera says.
April 30, 2024
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to AvoidAfter a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.
April 30, 2024
IBD Channel Faces Exodus to RIAs: CerulliOf advisors thinking of going independent, only a fraction said they'd want to custody with their current BD.
April 29, 2024
Why Invest in Private Markets?It's possible to ride along with top-quartile funds found in multibillion-dollar institutional portfolios.
April 29, 2024
Tech-Savvy Firms Add Clients, Grow Assets Faster: FidelityThey expand their client base and assets much quicker than peers: 20% versus 8% and 22% versus 11%, respectively.
April 26, 2024
Can You Beat My Score on This Retirement Literacy Test?Put your retirement income knowledge to the test with this quiz from the American College.
April 26, 2024
Advisors Who Use More Tech Tend to Outperform: CerulliThe gains over a three-year period are in client acquisition and assets under management, research found.
April 26, 2024
Master These Habits to Become a 'Supercommunicator': Charles DuhiggAnyone can do it, the Pulitzer Prize-winning journalist tells ThinkAdvisor.