Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Carson Group Names New CFO From Orion
By John ManganaroDaniel Applegarth is one of a number of leaders added since Burt White replaced Ron Carson as CEO.
April 23, 2024
Advisor360 Taps Former MassMutual Exec as CEOMike Fanning takes the helm from Richard Napolitano, who will retire May 1.
April 23, 2024
DOL Releases Final Fiduciary RuleThe new rule fixes ERISA's "shortcomings," says the head of the Employee Benefits Security Administration.
April 22, 2024
Fidelity Launches Organic Growth Hub for AdvisorsThe investment giant says focusing on "controllable practices" can boost growth regardless of external factors.
April 22, 2024
Future Proof Festival Owner Changes NameThe company says it will announce expansion plans in coming months.
April 22, 2024
DOL to Release Final Fiduciary Rule Tuesday: ReportActing Labor Secretary Julie Su is set to announce the final regulation at 5 p.m., says the American Retirement Association.
April 19, 2024
Wealthy Investors Say Bigger Is Better When It Comes to Advisory Firms: CerulliIn a survey, 39% of clients and 32% of unadvised investors favored "a large, national organization."
April 19, 2024
Investors' Economic Optimism Dips: SurveyHalf of respondents said they do not plan to change their portfolios for the next six months.