Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Joe Duran's Rise Growth Recruits Two Senior Executives
By John ManganaroThe recently launched RIA minority investment firm has new heads of marketing and investments.
June 26, 2024
Morgan Stanley Wealth Rolls Out AI Note-Taking ToolThe offering acts as a summarizer and communication composer of client meetings, according to the firm.
June 26, 2024
Orion Rolls Out Menu of Stand-Alone Tech ServicesRisk and compliance supervision services are now being offered à la carte; soon, its trading platform will be.
June 26, 2024
Fisher Investments to Spin Off 401(k) Unit in July: ReportThe news comes a little more than a week after Ken Fisher's RIA announced it sold a $3 billion stake.
June 25, 2024
Here's How Much Americans Think They'll Need to Retire: SurveyThe savings goal identified in a new Schroders survey, while high, is actually lower than some prior studies.
June 25, 2024
In Wealthy Families, Inheritance Distress Goes Beyond MoneyA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?
June 24, 2024
Two Social Security Claiming Case Studies, One ConclusionWhile it's not true in every situation, the math shows that many people should wait to collect benefits.
June 24, 2024
American College Rolls Out CFP Continuing Education PlatformKnowledge Hub+ will feature more than 60 hours of combined CFP and American College course credits available.