Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Pro Bono Financial Planning Surged in 2020, Group Says
By Jeff BermanGrantees and partners provided 27% more one-on-one advice sessions than in 2019, the foundation said.
April 08, 2021
5 Ways Advisors, Clients Have Changed in the PandemicAn Advisor360 survey finds shifts in communications, trading, portfolio rebalancing and how investment objectives and goals. are defined.
April 08, 2021
Ed Slott, American College Launch IRA Planning Course for AdvisorsThe CE-eligible, self-study program covers planning under the SECURE and CARES acts.
April 08, 2021
12 Wirehouse Reps Move to Janney in Q1The advisors work with a total of $2 billion of assets under advisement and join from Merrill, Morgan Stanley, UBS and Wells Fargo.
April 07, 2021
AdvicePay Adds Financial Plan Compliance ToolThe new tool centralizes compliance reviews of financial plan deliverables to streamline the process, AdvicePay says.
April 07, 2021
FSI Rolls Out New Health Insurance Program for Indie AdvisorsThe new national health program enables advisors to buy ACA-compliant individual plans up to 50% off the open market price, FSI says.
April 06, 2021
Wealthy Americans Reveal How They've Picked Advisors, Investments in the PandemicAbout 44% of Bank of America poll respondents have changed their investment risk tolerance during the healthcare crisis.
April 02, 2021
Onramp Invest to Beta-Test Its Crypto Platform This MonthCEO Tyrone Ross says his company is partnering with firms including WisdomTree.