Advisors

News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).

The 2 Big Questions Barry Ritholtz Is Hearing Now

April 29, 2021

The 2 Big Questions Barry Ritholtz Is Hearing Now
How Advisors Can Harness Data to Optimize Financial Planning

April 29, 2021

How Advisors Can Harness Data to Optimize Financial Planning
Shirl Penney: Why Biden's Tax Plans Could Push More RIAs to Sell Now 

April 29, 2021

Shirl Penney: Why Biden's Tax Plans Could Push More RIAs to Sell Now 
Robinhood to Double Its Registered Rep Force in 2021

April 29, 2021

Robinhood to Double Its Registered Rep Force in 2021
Carson Group Seeks to Sell a Minority Stake

April 29, 2021

Carson Group Seeks to Sell a Minority Stake
Capital Gains, Income or Estate Tax Changes: Which Would Have Biggest Impact?

April 28, 2021

Capital Gains, Income or Estate Tax Changes: Which Would Have Biggest Impact?
Mariner Wealth Sells Small Stake to Private Equity Firm

April 28, 2021

Mariner Wealth Sells Small Stake to Private Equity Firm
JPMorgan: All U.S. Employees to Return to the Office By July

April 28, 2021

JPMorgan: All U.S. Employees to Return to the Office By July
UBS Americas Posts $17.2B in Fee-Based Asset Flows

April 27, 2021

UBS Americas Posts $17.2B in Fee-Based Asset Flows
How Well-Being Drives a Future Financial Planner

April 27, 2021

How Well-Being Drives a Future Financial Planner