Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 Can't-Miss Retirement Podcast Episodes From 2023
By John ManganaroLooking for something to listen to on the road this week? These episodes are well worth your time.
December 21, 2023
LPL Takes 20% Stake in Independent Advisor AllianceThe backing will help to elevate advisor services and support without jeopardizing IAA's independence, its CEO says.
December 21, 2023
Advisors May Have Little Power to Bridge the Annuity DivideResearch suggests that financial professionals' positive recommendations do not greatly influence clients to purchase the products.
December 20, 2023
5 Steps to Building a Growth-Focused Marketing BudgetHere are the ways to ensure that what you spend is intentionally aligned with priorities for 2024.
December 20, 2023
What Clients Should Do With Their Year-End Bonus: Advisors' AdviceFinancial professionals offer up a number of suggestions, from following the "rule of thirds" to going "YOLO."
December 19, 2023
Boards of NAIFA & Society of Financial Professionals OK MergerNAIFA members will get access to FSP's specialty newsletters and programming, and FSP members will get access to NAIFA's education resources.
December 19, 2023
Vanguard Names New Head of Advisor Services UnitAmma Boateng will take over from Tom Rampulla, who is retiring after 35 years with the fund giant.
December 18, 2023
5 Trends That Are Powering Advisor GrowthEnvestnet research highlights the evolving landscape of financial advisory services and the increasing role of technology.