Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Mariner Wealth Advisors Launches Financial Wellness Platform
By Jeff BermanThe introduction follows the RIA's acquisition of Spring, a provider of financial wellness benefits.
June 01, 2023
Wells Fargo Advisors Picks Up New Head of National Sales From JPMorganBarry Simmons was most recently a managing director and head of J.P. Morgan Wealth Management's East Division.
June 01, 2023
Hightower Continues Growth Streak With $2B RIA AcquisitionThe acquisition of Vigilant Wealth Management is Hightower's fifth deal this year.
May 31, 2023
Edelman Financial Engines Names New CEOJay Shah is set to join Edelman on Aug. 18, while Larry Raffone becomes the Edelman board chairman.
May 31, 2023
AI Chatbots Don't Understand AnnuitiesOne popular program offered surface-level detail but got important details wrong, Tamiko Toland of TIAA says.
May 31, 2023
Atria BD Adds Former Signature Bank Advisors With $1BThe three-person team joins a branch of Cadaret Grant in New York.
May 30, 2023
Investors Have Too Much Information, Not Enough Knowledge: MorningstarAdvisors must clearly differentiate themselves from other sources of financial information to appeal to potential clients, Morningstar says.
May 30, 2023
Orion Fuses Client Portal Into Redtail CRMCEO Eric Clarke says client portal integration is "something no other CRM provides."