Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What Vestwell's CEO Told World Leaders at Davos
By John ManganaroIt's not every day that a retirement industry executive is asked to speak at the World Economic Forum.
January 29, 2024
10 Commandments for Investing in 2024A good advisor gives clients the right views on market events and adds value, whether stocks are headed up or down.
January 29, 2024
9 RMD Insights for Tax Season 2024Many retirement planning topics are complex, but the calculation and timing of required minimum distributions is particularly tricky.
January 29, 2024
Raymond James Revamps Independence Plus PlatformIt has expanded services for transitioning advisors, who can now pick and choose more options for how they set up, run and grow their firms.
January 26, 2024
Planner Accused of Buying House With $2M in Client FundsThe unregistered planner and an investment advisor received a cease-and-desist order in Indiana.
January 26, 2024
Advisor Tech News of 2024: An Evolving List"It's a human-driven advisory service," said Ritholtz CEO Josh Brown about its GoodAdvice digital offering, which uses AdvisorEngine technology.
January 25, 2024
The Pros and Cons of 3 Retirement Spending PlansEach of these flexible strategies has its own virtues and drawbacks, Morningstar researchers say.
January 25, 2024
The Best Successor Is Right There, If You Know How to LookIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.