Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
New Study Shows Ties Between Personality, Estate Planning
By John ManganaroNew research finds certain personality traits are connected with legacy planning preferences and overall financial health.
May 02, 2023
Married Couples Are Leaving 401(k) Money on the TableA small change could boost their savings by an average 10% a year at no additional cost, a study suggests.
May 01, 2023
6 Things to Know to Avoid CyberattacksAdvisors' eagerness to provide prompt client service can be used to hackers' advantage, cybersecurity experts warn.
May 01, 2023
Industry Vet Sonnen Joins Coldstream Wealth as COOThe PFI Advisors founder and ex-Focus Financial executive will optimize back-office operations for Coldstream's RIA partners.
April 28, 2023
Sanctuary Wealth Picks Up $1B Advisory Team From MerrillThe Sanctuary Wealth network now has about $25 billion in assets under advisement, Sanctuary said.
April 28, 2023
Cetera Adds Direct, Custom Indexing to Advisory PlatformThe Manager Program is intended to help advisors address tax management needs.
April 28, 2023
9 Trends That Sum Up the State of RIAs: CerulliThe news is again generally positive for U.S. RIAs, the research and consulting company says.
April 28, 2023
Are You Sure You Want to Refer Out All That 401(k) Business?Growing competition from leading 401(k) plan consultants has changed the calculus of serving workplace retirement plans.