Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What Wealthy Investors Want From Advisors: Cerulli
By Michael S. FischerServices now outweigh personal relationship factors when it comes to adding high-net-worth clients, new research finds.
January 08, 2024
6 Ways to Find Common Ground With Wealthy ProspectsYou may have more in common with them than you think.
January 08, 2024
Commonwealth Launches Virtual Paraplanning ProgramParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."
January 08, 2024
Jamie Hopkins: What Does 'Going Independent' Even Mean Now?Many of the places advisors wanted to break away from have adjusted their models and modernized.
January 08, 2024
Envestnet's Crager to Step Down as CEOThe news is "little surprise to many, including us," said Doug Fritz, head of the tech consulting firm F2 Strategy.
January 05, 2024
8 Reasons Women Face Greater Retirement Risks Than MenSubstantial progress in educational and career attainment hasn't translated to an equitable level of post-work security.
January 05, 2024
6 Steps to a Business Plan That Gets ResultsResearch shows that putting specific plans in writing can multiply your income. Here's how to do it.
January 05, 2024
What Firms Must Disclose Before a Rollover Under New DOL RuleInvestors must have access to information about costs, conflicts of interest and alternatives to rolling over their assets.