Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
BofA Reports 47% Jump in Merrill, Private Bank Profits: Q4 Earnings
By Jeff BermanThe firm's wealth management unit ended Q4 with 18,846 advisors, about flat versus Q3.
January 19, 2022
Why the Industry Needs to Change Now: Jamie HopkinsClients are asking more and more about Bitcoin and other digital assets, for instance, the Carson Group executive says in an interview.
January 18, 2022
Creative Planning Adds $2B San Diego RIAThe firm plans to announce more acquisitions soon, CEO Peter Mallouk says.
January 14, 2022
Captrust Wraps Up Purchase of $107B FirmPortfolio Evaluations is the third large institutional-focused firm acquired by Captrust over the past year.
January 13, 2022
Riskalyze Adds Tricia Rothschild to Board: Tech RoundupAlso, Redtail Technology opens its text messaging platform to all advisors.
January 12, 2022
Mariner Wealth Advisors Adds $950M California Wealth FirmThe acquisition was Mariner's 14th deal in 2021.
January 12, 2022
Cambridge's Amy Webber on Leadership and the Shrinking Labor MarketThe Cambridge Investment Research executive weighs in on challenges the industry is facing, artificial intelligence and the pandemic.
January 12, 2022
New Platform Aims to Boost Diversity of Event SpeakersSonya Dreizler and Liv Gagnon have launched Choir, a platform and certification process for conferences.