Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Kitces, Pershing CIO: Advisors Should Use Tech to Offer Better Advice
By Jeff Berman"Our industry really is in the midst of just a huge evolutionary shift," Kitces said during Pershing's Insite conference.
June 07, 2021
Where Do You Eat Lunch?It's tempting to eat at your desk, but you can turn your midday meal into a business opportunity.
June 04, 2021
This Raymond James Affiliate Added 10 Advisor Teams in 2021The new teams boost Concurrent's network to 125 advisors in 55 offices, including its first in Kansas.
June 03, 2021
Ex-Cetera Rep Gets 5-Year Prison Sentence for Defrauding ClientsThe former broker had pleaded guilty to wire and bank fraud on Jan. 14.
June 03, 2021
Why Some Advisory Firms Struggle With RecruitingBNY Mellon Pershing's Christina Townsend talks to ThinkAdvisor about recruiting mistakes to avoid and how to boost diversity.
June 03, 2021
LPL Picks SmartAsset for Vendor Affinity Program: Tech RoundupAlso, Morgan Stanley teams with Microsoft, while RIA in a Box announces a new automated RIA communications archiving and review solution.
June 03, 2021
UBS Nabs $10.5B Advisor Team From J.P. Morgan Private BankThe six-person advisor team joins UBS Private Wealth Management in San Francisco.
June 03, 2021
Get Ready for a Rough Road Back to the OfficeAdvisors should hold off on in-person meetings with prospects for now, the business psychologist tells ThinkAdvisor.