Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Citi Wealth Taps J.P. Morgan Wealth Exec for Investment Advisory Role
By Dinah Wisenberg BrinMarc Turansky most recently led advisory programs at J.P. Morgan Wealth Management.
December 27, 2024
What Will You Do Differently in 2025?If you make several resolutions and keep a couple each year, you should make steady improvements.
December 17, 2024
CFP Board Seeks Feedback on Competency StandardsProposed changes include the education, experience, examination and continuing education requirements.
December 13, 2024
Retail Direct Channels Are Gobbling Advisors' Market Share: CerulliOne reason is their success at retaining 401(k) and IRA assets.
December 10, 2024
Number of CFP Exam-Takers Sets New HighThe pass rate for the November exam was 62% with the second-largest number of people taking it.
December 05, 2024
Mariner Adds $878M in AUM With Two AcquisitionsMariner said the acquisitions marked another step toward its 5,000-advisor growth goal.
November 21, 2024
Trust in Advisors Rose Steeply in Past Decade: CerulliStill, 40% of clients are skeptical that financial providers are working on their behalf, research found.
November 20, 2024
Morgan Stanley: Advisor Who Left for Raymond James Solicited Another Rep's ClientsNicholas Takahashi's team solicited clients they'd had no personal interactions with, the wirehouse says in a court document.