Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
CI Financial Buying $5B California RIA
By Jeff BermanAdding Newport Beach-based Corient Capital Partners will boost CI's U.S. Wealth Management assets to $125 billion.
February 22, 2022
Advisors Leave Women, Youngest Investors in Lurch on Sustainable InvestingWhile 72% of clients surveyed are interested in ESG investments, 87% said their advisor hasn't suggested them.
February 22, 2022
Baird Nabs $850M Morgan Stanley RepsThe advisors move from the wirehouse to Baird in Yakima, Washington, and Durango, Colorado.
February 22, 2022
Envestnet Weighs Options After Getting Takeover InterestThe turnkey asset management provider has been approached by at least one private equity firm interested in acquiring it, said a source.
February 18, 2022
Focus Financial Expects to More Than Double Revenue Over Next 4 YearsIt also seeks to increase its number of partner firms by about 50%, CEO Rudy Adolf says.
February 18, 2022
5 Ways to Build a Strong Firm CultureRule No. 1, according to Carson Group's chief of staff: If it's not broken, break it.
February 18, 2022
Does Today's Stock Turmoil Look Familiar? We Asked 4 Investing ProsChristine Benz, Gary Shilling and others discussed which era the current market pullback reminds them of.
February 18, 2022
How Much Crypto Should Be in Your Investment Portfolio?No one knows what truly drives digital currency prices, so estimating future returns and volatility is a crapshoot.