Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
October 28, 2024
10 Social Prospecting Mistakes to AvoidIt's important to resist trying too hard and sending the wrong message.
October 25, 2024
How to Navigate the Evolving ETF LandscapeInvestors' increasing demand for these products highlights the need for advisors to understand them in depth.
October 24, 2024
Why XYPN Laid Off 10, Shuttered Virtual Assistant ProgramDemand did not live up to the expectations, while XYPN's own offerings have also evolved.
October 24, 2024
Adam Dell's Latest Offering: No AUM Fees, No Subscriptions, Just PlanningClients and CFPs alike benefit from Domain Money's setup, the serial founder and Goldman alum says.
October 24, 2024
12 Ways to Keep Your Pipeline From Drying UpIf you have no idea where to find new business, here's how to get leads, and assets, flowing again.
October 23, 2024
Advisors Encourage Clients to Create Estate Plans, but Many Don't Have OneA quarter of advisors not affiliated with Trust & Will have no estate plan, a survey finds.
October 23, 2024
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the DogTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.
October 22, 2024
JPMorgan Says Ex-Advisor Is Trying to Poach $250M BookGary Carruthers has already persuaded over 24 former clients to transfer their business to Wells Fargo, according to a lawsuit.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 22, 2024
SEC to Boost Scrutiny of AI Tools Used by Advisors, BrokersEarlier this year, the regulator fined two money managers for making allegedly bogus claims about their use of artificial intelligence.