Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
4 Reasons to Work as a Bank, Credit Union or Insurance Advisor
By Christopher CassidyChoosing to work within an institutional environment can have unexpected benefits.
June 13, 2024
The 100,000th CFP Shares Her StorySimone Lee left her IT career to pursue financial planning in 2019, earning the certification five years later.
June 12, 2024
How This Bank Rep Took the Leap to IndependenceAdvisor Rebecca Boyd explains handling tricky tasks like rebuilding a book of business after joining Commonwealth Financial.
June 12, 2024
Ed Slott: Time for Some Clients to Ditch Traditional IRAsLow tax rates and big federal budget concerns put the traditional IRA in a precarious position, he says.
June 11, 2024
What to Expect From American College's New Tax CertificationThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 11, 2024
BNY Orders a Rebrand, With No MellonThe 240-year-old financial services company has a new logo and a simplified name.
June 11, 2024
Snappy Kraken Unveils Marketing Hub for Growth-Focused AdvisorsThe platform is tailored to help advisors unlock their full organic growth potential, CEO Robert Sofia says.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.