Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Onramp Invest Raises $6M: Tech Roundup
By Jeff BermanAlso, Susan Theder, Advisor Group chief marketing officer, has joined the board of directors of regtech firm ComplySci.
August 04, 2021
Where Should You Invest First? Start With Your ClientsInvesting in technology is essential to all advisory practices and should focus on improving the client experience.
August 04, 2021
LPL to Invest More Than $1.3B in Tech, Other Key Areas This YearOne major area of focus is offering its advisors more personalized solutions, CEO Dan Arnold says at Focus 2021.
August 03, 2021
Most Advisors Are Terrible at Niche Marketing. Don't Be Like Most Advisors.Financial advisors must do something to stand out in a "sea of sameness."
August 03, 2021
LPL Investigates Rep Who Allegedly Refused to Hire Black ApplicantsEileen Cure of Cure and Associates was called "racist of the day" on a TikTok video showing a Skype message she allegedly sent.
August 03, 2021
10 Things to Tell Clients About Inflation, Social Security COLAsCarson Group's Jamie Hopkins and advisors tell ThinkAdvisor how they're putting rising prices in context.
July 30, 2021
Advisor Group, Cetera and Pershing Tackle 2 Big Advisory MythsDespite the widely held belief to the contrary, not all advisors at IBDs are rushing to become RIAs, executives from the firms say.
July 29, 2021
Financial Advisors' Enthusiasm for Annuities Is Growing: SurveyBut many advisors would rather recommend a CD than an annuity to clients seeking principal protection, a RetireOne survey found.