Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
CFP Board Sanctions Advisor Over Misleading YouTube Video Ad
By Jeff BermanThe planner claimed individuals could be "100% certain" of affording retirement in "just 3-5 years," the board said.
January 13, 2023
Top 5 Trends at Merrill Wealth Management in Q4The unit's president, Andy Sieg, gave an update on its new training, mobile work station and advisor matchmaking programs.
January 13, 2023
8 Steps to Building a Thriving RIA BusinessThree marketing and business execs laid out a strategic path for starting out and scaling.
January 13, 2023
'Trifecta of Bullishness' Could Bode Well for Stocks in 2023: StrategistTwo positive events in the trifecta have already happened and the third looks likely, Carson's Ryan Detrick says.
January 12, 2023
Emerging RIA Trends That Can't Be IgnoredAdvisors are increasingly in demand, but they face a number of emerging hurdles, Captrust's Nick DeCenso says.
January 12, 2023
Modern Portfolio Theory Is Not for Retirement Income Planning: New PaperMaximizing risk-adjusted returns is not the top priority for most retirees, Wade Pfau and Alex Murguia write.
January 12, 2023
J.P. Morgan Wealth Unit Launches QuickDeposit: Tech RoundupIn addition, Rose Palazzo was named group president of Envestnet Financial Planning and will lead MoneyGuide operations.
January 12, 2023
FPA Steps Up Fight for Legal Protection of 'Financial Planner' TitleThe association's president hopes financial planners can achieve recognition on par with medicine, law and accounting.