Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
March 22, 2021
How Ritholtz Wealth Found, and Addressed, Its Blind SpotsIt's crucial for advisors to know their weaknesses and address them, CIO Barry Ritholtz said, giving examples from his own experience.
March 19, 2021
Delegate the Jobs You Hate, Execs Tell AdvisorsAnd if you'd rather focus on client service instead of dealmaking, "That's perfectly OK," says Penny Phillips of Journey Strategic Wealth.
March 17, 2021
Edward Jones Advisor Headcount Grew 3% in 2020The firm is "gradually restarting hiring" after a partial freeze when the pandemic hit.
February 25, 2021
Joe Duran: 9 Ways to Help Clients Live Richly Instead of Dying RichHere's how to help clients live the lives they want, according to the head of Goldman Sachs Personal Financial Management.
February 22, 2021
Human Capital: Skip Schweiss on Reshaping FPA's Value PropositionIn this episode, FPA President Skip Schweiss talks about how to boost the organization's membership.
February 02, 2021
12 Worst States for Retirement: 2021WalletHub graded the states on 45 metrics tied to affordability, quality of life and health care.
December 21, 2020
7 Predictions for Advisors & Firms in 2021From changes in recruiting deals to the continued growth of RIAs, M&As and other activities, here's what lies ahead next year.
November 19, 2020
40% of Advisors Say Switching Firms Is Easier Than Before Pandemic: FidelityTech enhancements have made the process easier as advisors working remotely have learned the benefits of flexibility, Fidelity says.
November 12, 2020
8 Things Advisors Should Know Now About Top Industry TrendsExecutives from Schwab, Mercer Advisors and other firms discussed the state of play at a virtual DeVoe & Co. event.
November 10, 2020
Honoring Advisors Who Serve(d): Veterans Day, 2020ThinkAdvisor's yearly compilation highlights the stories of 20 military veterans who also serve in the financial advisory industry.