Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisors Are Unhappy, and They Have Options, Recruiters Warn
By John ManganaroRecruiters are urging firms, especially legacy BDs, to rethink their recruiting strategies or risk being left behind.
December 29, 2022
Fidelity Files NFT, Metaverse Trademark ApplicationsOne application mentions "retirement fund investment services in the metaverse" and "digital currency services," such as trading.
December 29, 2022
How I Became a Financial Advisor: Advisors' AdviceHere are 12 pieces of advice for starting out in the business, from advisors who have been there.
December 28, 2022
A Bond Market Debate: Short or Long in Early 2023?Hedge fund manager David Tepper calls for staying short, but is that the right move for retirement investors?
December 28, 2022
Investment Quiz: Mutual Fund or ETF?How well do you know the differences between these investment vehicles? Take our quiz to find out.
December 27, 2022
The 2023 Social Security COLA Is Almost Here. What Advisors, Clients Should KnowThere are a few key messages advisors should deliver to clients as the COLA takes effect, Jeff Levine says.
December 27, 2022
Wall Street's Big Banks Score $1T of Profit in a DecadeWhile much attention focused on Silicon Valley's riches, banks like JPMorgan, BofA, Wells Fargo and others were gaining momentum.
December 22, 2022
Watch for These ETF Trends in 2023: Dave NadigVanguard could overtake BlackRock as the No. 1 ETF provider by April, he tells ThinkAdvisor.