Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Will First Republic Advisors Flee to Bigger Firms?
By Jeff BermanFirst Republic advisors are getting calls from rivals as SVB's failure shakes their firm, a lawyer says.
March 10, 2023
CFP Board Formally Launches Competency Standards Commission, Names 15 MembersCFP Board Chair Dan Moisand has told ThinkAdvisor that "everything is on the table" in the standards review.
March 10, 2023
Biden Budget Declares War on Supersized IRAsHis plan limits the amount high earners can hold in tax-favored accounts and appears to target mega backdoor Roths.
March 10, 2023
Good Advisors Can't Ignore the Inequities Following Women Into RetirementThe wage gap between men and women follows women into retirement and is worsened by their greater longevity.
March 09, 2023
Creative Planning Buys $1B Memphis RIA FirmThe addition of Telarray is helping Creative Planning "break deeper into the Tennessee market," CEO Peter Mallouk says.
March 09, 2023
UBS Teams With Fintech Incubator: Tech RoundupAlso, Advisors Excel is making Catchlight insights and AI available to its U.S. advisors to help with leads.
March 09, 2023
Nikki Haley Calls for Raising Retirement AgeHaley also suggested in a speech that benefits for wealthy retirees should be limited.
March 08, 2023
Marty Bicknell: Best Referral Sources for Talent Might Be Under Your RoofMariner Wealth is filling a talent gap by asking team members for referrals, its CEO tells ThinkAdvisor.