Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
New Pershing X Business Unit Launches: Tech Roundup
By Jeff BermanAinslie Simmonds will lead the unit. Also, Carson onboards FeeX fintech retirement services for its financial advisors.
October 12, 2021
Only Half of Institutional Investors Expect to Meet Target Returns by 2025: FidelityRespondents widely said they had been forced to take on more risk to achieve the same level of return.
October 12, 2021
How to Take Networking, Problem Solving to the Next LevelF2 Strategy's Doug Fritz explains what makes today's advice-focused businesses tick and how data can be an advisor's friend.
October 12, 2021
Carson Group Integrates With Envestnet | MoneyGuideAdvisors affiliated with Carson Group will soon have access to the full suite of Envestnet | MoneyGuide solutions, the companies say.
October 11, 2021
10 Obvious (and 10 Surprising) Places to Meet Wealthy ProspectsMany advisors think the best places to meet the wealthy are expensive or overrun with competitors. Think again.
October 11, 2021
Raymond James Launches Succession Planning PlatformPractice Exchange is meant to be a "one-stop location for M&A tools, prospective buyer/seller matching" and other services.
October 11, 2021
Gensler's Terrible 10: SEC Rules That Make Wall Street TrembleThe SEC chair is laying out one of the most ambitious agendas in the SEC's 87-year history -- some 49 proposals, many already drawing opposition.
October 11, 2021
Combating the Top 5 Fears of Starting an RIA BusinessThrough strategic partnerships, big goals and trust in the process, you can build your own successful business.