Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
June 11, 2021
Black and Hispanic Americans Face Extra Retirement Planning ChallengesSome of the challenges transcend having lower average incomes than white Americans, EBRI finds.
June 10, 2021
This $59 Trillion Market Is Underserved by Advisors: StudyThese investors have relatively simple needs and are often shunted into standardized products, according to Boston Consulting group.
June 10, 2021
The Worst Career Advice You've Ever Gotten: Advisors' AdviceNot all career advice is worth following, as several advisors told us.
June 09, 2021
SEC Chief Calls for Review of Stock Trading RulesGensler has asked staff for recommendations on best execution, Regulation NMS, payment for order flow and NBBO.
June 09, 2021
Broadridge Buys Marketing Platform AdvisorStreamInitial opinions of fintech experts on the acquisition were decidedly mixed.
June 09, 2021
Kitces, Pershing CIO: Advisors Should Use Tech to Offer Better Advice"Our industry really is in the midst of just a huge evolutionary shift," Kitces said during Pershing's Insite conference.
June 08, 2021
10 Tax Facts to Know About Marriage and Blended FamiliesHow marriage, remarriage and divorce can affect your clients' tax, retirement and estate planning.
June 08, 2021
Schwab: Advisors 'Bullish' on Growth, but Barriers Remain for RIAsNew forms of competition continue to represent the largest hurdle, according to the firm's latest Independent Advisor Outlook Study.
June 07, 2021
Where Do You Eat Lunch?It's tempting to eat at your desk, but you can turn your midday meal into a business opportunity.
June 04, 2021
This Raymond James Affiliate Added 10 Advisor Teams in 2021The new teams boost Concurrent's network to 125 advisors in 55 offices, including its first in Kansas.