Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
6 Ways Advisors Can Reach the Summit of Client Experience
By Tom RiemanJ.D. Power surveyed wealth management clients and found the industry is lacking.
May 21, 2021
4 Steps to Prepare Clients for Tax Hikes Under BidenAdvisors need to plan today for how future tax increases will affect their clients.
May 21, 2021
Carson Group Launches Free Online Diversity Course for AdvisorsHighlights of the new course are videos featuring diversity and inclusion experts including Sonya Dreizler, as well as a DEI toolbox.
May 20, 2021
Advisors Missed Portfolio Opportunities After Election: InvescoHere's where the firm sees opportunities going forward.
May 20, 2021
Video Broke Through the Noise for Advisors in 2020: Hearsay SystemsMore than half of Hearsay's customers published over 247,000 videos on its platform last year, a new study finds.
May 20, 2021
BlackRock Strengthens Aladdin Platform's Trading Capabilities: Tech RoundupAlso, AdvisorPeak becomes the first trading and rebalancing platform to be offered on Invent's cloud tech platform.
May 19, 2021
Josh Brown: How Ritholtz's Growing Robo Fits Into Its BusinessThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
May 19, 2021
Edelman Financial Engines to Buy $846M RIA in the NorthwestEdelman Financial Engines is adding to its tax practice capabilities and CPA staffing with the transaction, expected to close this quarter.