Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisor Group to Buy $40B American Portfolios
By Janet LevauxAdvisor Group CEO Jamie Price says American Portfolios Chairman and CEO Lon Dolber will stay as part of the deal.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.
June 21, 2022
Invest in Others Names 'Charitable Champions' of 2022Collectively, the winners raised nearly $2.1 million and donated 20,750 hours through their community-focused efforts in 2021.
June 21, 2022
July Court Date Set for LPL Network Firm Employee Charged With Double MurderRamy Fahim is charged with killing his co-worker at an LPL Network RIA firm and the co-worker's roommate.
June 20, 2022
Pershing X Platform Launch on Track for Late 2022A new business unit focused on building "innovative solutions for the advisory industry" developed the prototype, the firm says.
June 17, 2022
These Investments Could Help Clients Rest Easier: J.P. Morgan Strategists"Your client's investment horizon is far longer than one business cycle," J.P. Morgan Asset Management's David Kelly says.
June 17, 2022
Morningstar Rolls Out New Research Platform: Tech RoundupAlso, Sanctuary Wealth launches a customized alternative investment platform for hybrid RIAs.
June 16, 2022
BNY Mellon CEO-Elect: How the Oldest Firm in the NYSE Is Staying in the GameFirms have "littered the corporate graveyard as a result of not innovating," Robin Vince said at Pershing Insite.