Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Raymond James Revamps Independence Plus Platform
By John ManganaroIt has expanded services for transitioning advisors, who can now pick and choose more options for how they set up, run and grow their firms.
January 25, 2024
The Pros and Cons of 3 Retirement Spending PlansEach of these flexible strategies has its own virtues and drawbacks, Morningstar researchers say.
January 25, 2024
The Best Successor Is Right There, If You Know How to LookIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 25, 2024
Fidelity's 401(k) Plan Annuity Platform Goes LiveThe firm says years of planning have resulted in a streamlined platform that supports annuities in retirement accounts.
January 25, 2024
10 Top Marketing Tips for Advisors in 2024Snappy Kraken analyzed 250 million data points to find out what really works.
January 25, 2024
Cetera Takes Stake in $2.8B Wealth FirmThe investment is the 13th by the financial services provider in an advisory firm over the past year.
January 24, 2024
90% of Advisors Say They'd Ditch a Firm With Subpar Tech: StudyNearly half said they had already done so, according to a survey from Advisor360°.
January 24, 2024
Getting Clients to Buy Into the Return to NormalcyAdvisors can help cash hoarders and pessimists see the potential benefits of investing in the market.