Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
9 Trends That Sum Up the State of RIAs: Cerulli
By Jeff BermanThe news is again generally positive for U.S. RIAs, the research and consulting company says.
April 27, 2023
Morningstar CEO: Investors Not Seeing Value in AdviceInvestors place advisors' value around the same level as that of investing and trading platforms, new research finds.
April 27, 2023
Fidelity Unveils New Digital Experiences For Next-Gen Investors: Tech RoundupAlso, iCapital has introduced structured investments via Envestnet's platform.
April 26, 2023
Tru Independence Adds $1B Multifamily OfficeSeven Mile Advisory is based in the New York City area.
April 26, 2023
Welcome to the New Planning Paradigm: Envestnet CEO Bill CragerCrager says advisors must adapt and embrace new ways of doing business or risk getting left behind.
April 26, 2023
CFP Wants to Help His 207,000 TikTok Fans Retire by 60When Nate Hoskin's followers become clients, "it's almost like they already know me," he tells ThinkAdvisor.
April 26, 2023
It's Official: Advisor Group to Unite Under One NameThe eight firms in the Advisor Group network will roll out the new brand one at a time.
April 25, 2023
RIA Aggregator Modern Wealth Makes First AcquisitionThe firm run by former Goldman and United Capital execs has bought $1.5 billion Barber Financial Group.