Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Stock Selloff Gets Ugly as Recession Jitters Mount
By Rita NazarethThe S&P 500 headed toward its lowest since December 2020, while the Nasdaq 100 sank over 4%.
June 15, 2022
Fed Hikes Rates 75 Basis Points; Powell Says 75 or 50 Likely in JulyCritics have slammed the Federal Reserve for not anticipating the fastest price gains in four decades and for being too slow to respond to them.
June 14, 2022
DeVoe: Why Growth Is So Important for RIA FirmsGrowth is good not only for a firm, but its advisors and clients too, David DeVoe says.
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.
June 14, 2022
Mariner Wealth Advisors Adds $1B RIA in PennsylvaniaCorbenic Partners, an RIA with expertise in advising franchisee owners, is Mariner's fourth acquisition this year.
June 13, 2022
Mindy Diamond: It's the Best Time in Years for Advisors to Switch FirmsThe top recruiter tells ThinkAdvisor her business is booming as advisors seek greater autonomy and lucrative transition deals.
June 13, 2022
Wells Fargo in Criminal Probe Over Fake Job Interviews: ReportThe U.S. attorney's office in Manhattan is investigating, according to The New York Times.
June 13, 2022
Edward Jones to Expand Advisor Team StrategyAdvisor consultants Mark Elzweig and Andy Tasnady cheered the move.