Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Snappy Kraken Launches 3 New Marketing Programs: Tech Roundup
By Jeff BermanAlso, Subscription-based advice platform Facet Wealth raised $100 million.
January 19, 2022
BofA Reports 47% Jump in Merrill, Private Bank Profits: Q4 EarningsThe firm's wealth management unit ended Q4 with 18,846 advisors, about flat versus Q3.
January 19, 2022
How Indie Advisors Plan to Grow in the Next 5 Years: SchwabHigh on their list of strategies: adding new clients, particularly new investors minted during the pandemic.
January 19, 2022
Schwab's RIA Assets Still on a Tear: Q4 EarningsAssets handled by advisors rose 24% from the prior year to $3.74 trillion; net new assets topped $100 billion.
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.