Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Integrated Partners Names New President
By John ManganaroAndree Mohr, Integrated Partners' chief implementation officer, will take on the role of president.
May 08, 2024
Fidelity Sales Practices Violated Reg BI, Advisor Says in Whistleblower SuitThe firm pressured advisors to sell managed money and other products over low-cost funds, the suit says.
May 08, 2024
Financial Firms See Dip in Social Media Engagement: StudyIndividuals consumed more content across channels overall, and original posts performed much better, Hearsay research found.
May 08, 2024
Fee Savings From DOL Fiduciary Rule Could Top $55B: MorningstarTwo groups of investors will likely feel the biggest impact, according to a Morningstar report.
May 07, 2024
7 Surprising Facts About Giving From Donor-Advised FundsOne finding: Higher grant levels in response to crises have not diminished planned giving.
May 07, 2024
9 Phrases That Open Doors With ProspectsSome are useful in social situations, while others can lead you to "aha" moments of your own.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 04, 2024
How Morgan Stanley Wows Its Ultra-Wealthy ClientsIts Signature Access Lifestyle Advisory offers services that go far beyond portfolio management, says Valerie Wong Fountain.