Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Vanguard to Launch Active Dividend Growth Fund
By Jeff BermanThe Vanguard International Dividend Growth Fund, an actively managed equity fund, will launch in the fourth quarter.
August 17, 2023
Onramp Bought by Digital Assets Firm SecuritizeThe deal will give RIAs easy access to alternative investments, the firms say.
August 17, 2023
Why Advisory Assets, Retail Clients Are Leaving SchwabIf Schwab loses 4% of revenue and 1% of client assets, the acquisition's a success, says Alois Pirker.
August 17, 2023
Edward Jones Partners With Citi to Offer Banking ServicesEdward Jones will offer checking and savings accounts to its U.S. clients in 2024.
August 17, 2023
Jamie Hopkins: What the CFP Mark Really Means NowThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.
August 16, 2023
8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and ProbateAdvisors who can help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.
August 16, 2023
Get Ready for a Fall Market Pullback, Baird Strategist Warns AdvisorsRoss Mayfield tells ThinkAdvisor what advisors should (not) do and how he's answering clients' biggest questions right now.
August 16, 2023
Maine and Colorado Join Forces on Automatic Retirement SavingsColorado SecureSavings and the Maine Retirement Investment Trust have established a first-of-its-kind partnership, officials say.