Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
6 Questions to Ask Yourself Before You Sell Your Advisory Firm
By Kelly StraubAn advisor who sold his business offers practical guidance to others looking to do the same.
May 24, 2022
Raymond James Ramps Up Diversity Efforts After Pandemic LullThe pandemic stalled the firm's mentorship initiatives but it's getting back on track now, CEO Paul Reilly says.
May 24, 2022
The World's Richest Country Has No Concept of WealthA lot of us are in for a rude awakening about how truly expensive it is to be "comfortable" in America in 2022.
May 24, 2022
Ex-Wells Fargo Exec Who Alleged Fake Job Interviews Plans to Sue Over His FiringJoe Bruno says he was terminated for complaining that women and minorities were interviewed for already-filled roles.
May 24, 2022
At This Critical Point, Choose Your Own Portfolio Construction AdventureThere are two paths to ride out rising inflation, high valuations and an inverting yield curve.
May 23, 2022
The Big Economic Risk Wall Street Isn't Talking About: Stephanie PomboyCorporations' costs are rising faster than they can pass them on, spelling trouble ahead, the analyst tells ThinkAdvisor.
May 23, 2022
Wall Street Is as Baffled by Stocks Now as It Has Ever BeenProfessional forecasters are quickly rolling back projections that now look overly rosy.
May 20, 2022
How Raymond James Keeps Luring Advisors From Rivals"Recruiting is still strong" despite market turmoil and stiff competition for talent, Private Client Group President Scott Curtis says.