Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
RBC C&C Adds Vestwell as Exclusive 401(k) Platform Provider
By John ManganaroVestwell's technology will help RBC's advisor clients efficiently service 401(k) and 403(b) plans.
February 28, 2023
Estate Planning Wisdom, Passed Down for 300 YearsAdvisor Glenn Preston Evans says that if his free Black ancestors could secure a family legacy, anyone can.
February 28, 2023
A Hidden Source of Wealth Many Retirees OverlookUnlocking home equity by relocating to a cheaper housing market can provide a significant source of retirement funding.
February 28, 2023
12 Best & Worst Broker-Dealers: Q4 Earnings, 2022One large BD saw profits drop over 65% from a year ago, while another produced a jump of nearly 200%.
February 28, 2023
Integrated Partners Buys $2B RIA Near San DiegoThe acquisition of Laurel Wealth Advisors is Integrated's first.
February 28, 2023
Merrill Names New Private Wealth HeadLindsay Hans will succeed Don Plaus as head of the firm's Private Wealth Management, International and Institutional.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.
February 27, 2023
Peter Mallouk: The No. 1 Thing to Look for in Investments NowThe Creative Planning CEO also told ThinkAdvisor why he thinks AI will "change everything" in three to five years.