Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Morgan Stanley's Slimmon Warns Against Buying Growth-Stock Dip
By Michael P. Regan and Vildana HajricHe also explains how the MSIF U.S. Core Portfolio fund he co-manages beat the S&P 500 with a 36% gain in 2021.
January 21, 2022
BofA Revamps Wealth Management Under Sieg, KnoxSieg, president of Merrill Lynch, is now responsible for the investment solutions and personal retirement groups.
January 21, 2022
Laird Norton, Wetherby Merge to Create $15B Wealth GroupThe combined entity is being led by Kristen Bauer and has offices in Seattle, San Francisco, Los Angeles and New York.
January 20, 2022
GMO's Grantham: Historic Stock Selloff Has BegunLosses in equities, bonds, real estate and commodities, he calculates, may reach $35 trillion in the U.S.
January 20, 2022
Snappy Kraken Launches 3 New Marketing Programs: Tech RoundupAlso, Subscription-based advice platform Facet Wealth raised $100 million.
January 20, 2022
The 'Quantity Game' in AUM, Advisor Recruiting Is Over: Cetera ExecA shift in focus at Cetera has resulted in the kind of recruiting wins that matter most, its business development chief says.
January 20, 2022
Dynasty Financial Files for IPOIts network currently includes about 45 RIAs with close to 300 financial advisors and $65 billion in client assets.
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.