Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
'It's Still Early': Bob Oros Says RIA Acquisitions Will Continue for Years
By Jane Wollman RusoffThe Hightower CEO tells ThinkAdvisor about his ideal acquisition and why a deal shouldn't just be about the economics.
November 17, 2021
World's 16 Biggest Wealth Management Firms by Advisor Headcount: 2021Here are the wirehouses, BDs and other firms who report having the most advisors, according to Aite-Novarica Group.
November 17, 2021
KKR Makes Large Investment in $20B RIA Beacon PointeBeacon Pointe, led by CEO Shannon Eusey, now includes about 110 financial advisors.
November 16, 2021
AllianceBernstein Expands Offerings for AdvisorsThe firm has created a practice management consultant program with the Vanderbilt Owen Graduate School of Management.
November 16, 2021
Watch Out for These Crypto ScamsThe realm of digital assets is new, confusing, famous for making people rich — and often unregulated.
November 15, 2021
This Tax Break Can Save Ultra-Wealthy Clients MillionsThe qualified small-business stock capital gains exclusion can help founders and early-stage employees avoid taxes.
November 15, 2021
How Advisors Land Young, Wealthy Clients: Advisors' AdviceYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.
November 12, 2021
What's in an Investor's Best Interest? Depends on Who You Ask: Dalbar"Best interest" as defined by advisors is not in sync with investors' priorities, the analysis found.