For advisors pondering whether the certified financial planner designation is worth the time and expense to obtain, a new report by Aite Group in Boston suggests the answer is yes...
The tougher realities facing financial advisors four years after the crash are taking a toll, new data from Cerulli Associates shows. The total number of advisors across all channels dropped 2.3 percent last year ...
The new technology platform at SEI Advisor Network, an outsourcer of advisor services, has been a long time in coming—more than seven years, at a cost of $600 million. Now that it’s arrived, SEI is aiming...
Advisors are known to be an optimistic breed when it comes to business prospects and markets, but sometimes they get carried away. Cerulli Associates estimates that nearly 60 percent of advisors who are with...
Advisor count continued to rise at Ameriprise Financial in the second quarter although productivity notched lower due to market volatility that hurt trading, the firm said today...
New federal rules are forcing advisors to spell out what they’re charging for running 401(k) plans and what their clients are getting for the money. It could lead to some difficult conversations.
