Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
5 Trends Shaking Up Advisor Value Propositions Now
By John ManganaroIf your main selling point is that you're a fiduciary offering mutual fund portfolios, prepare to be disrupted.
September 15, 2023
The Big Estate Tax Exemption Cut Is Just One Planning Trend to FollowOther developments to watch: Irrevocable trusts might not be as irrevocable as they seem.
September 15, 2023
How Joe Duran Plans to Boost RIAs' GrowthHis new venture, Rise Growth Partners, will start with a small group of firms in 2024.
September 14, 2023
Dynasty Names Industry Veteran Its First Vice ChairmanAndrew Marsh's appointment was one of several executive changes Dynasty announced Thursday.
September 13, 2023
African American Advisors Kick Off Yearly EventAAAA said that it will also formally acknowledge its strategic partners, says Board Chairman Christian C. Nwasike.
September 13, 2023
7 New Insights on What Retirement Spending Really Looks LikeWhile spending typically declines in retirement, big ups and downs are common along the way, T. Rowe Price finds.
September 13, 2023
At Future Proof, Orion Gives a Peek at AI Portfolio Comparison ToolThe key feature of Orion's integrated technology suite will officially launch at Ascent 2024 in March.
September 13, 2023
New FP Alpha Tool Lets Advisors Upload Clients' Insurance DocumentsAdvisor tech expert Joel Bruckenstein called the tool "important" and the "first of its kind."