Investors trust advisors more than politicians, about the same as mechanics, and less than doctors, lawyers and accountants, a new CFA Institute study says.
Fidelity, Schwab and TD Ameritrade are hiring call center reps and others to answer investor questions—but what does that mean for the RIAs that custody with them?
Even as the number of advisors jumping channels has slowed during the pandemic, it has not stopped independent channels from continuing to attract the most net new advisors, according to new data.
