Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What's Next for Diversity and Inclusion in Wealth Management?
By Janet LevauxSeveral LUMINARIES judges say new awareness is impressive, but there's still more work to do.
July 21, 2021
VIPs Are Venturing Into Crypto, but Many Advisors Still HesitateWhile the new Onramp platform and big-name backers like Ritholtz Wealth could help attract RIAs to crypto, many are not convinced.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 20, 2021
3 Key Lessons From a Year of CrisesEdward Jones advisor Jesse Abercrombie explains what he's learned from the pandemic and the fight for racial justice.
July 20, 2021
Advisors and Credit Advice: Are We Burying Our Heads in the Sand?Few Americans get professional credit advice; meanwhile, retirees pile up debt.
July 20, 2021
Mariner, AdvicePeriod to Form $48.1B RIAMariner's deal to acquire AdvicePeriod follows an investment in Mariner by private equity firm Leonard Green & Partners.
July 20, 2021
Can't Explain Bitcoin? Your Clients Will Find an Advisor Who CanAn advisor who doesn't know about Bitcoin is becoming as irrelevant as an advisor who doesn't know about annuities.
July 19, 2021
RBC Fires Advisor Charged With Kidnapping, BatteryThe advisor allegedly beat a woman and held her against her will in his Florida home less than three weeks after being arrested for battery of another woman.