Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How to Bridge the ESG Divide Between Advisors, Clients
By Bernice NapachA recent report from Cerulli Associates provides some recommendations.
April 21, 2021
BNY Mellon's Pershing Realigns U.S. BusinessEffective May 1, the firm will be newly aligned under two main segments: Wealth Solutions and Institutional Solutions.
April 20, 2021
RIA Sequoia Financial Strikes Deal, Pushing Assets to $7BThe merged Ohio firms will operate under the Sequoia name in Colombus and have about 110 employees.
April 19, 2021
Janney Picks Up $1.35B Team From MerrillMeredith Lindung Wealth Management is based in Towson, Maryland, and led by three brokers previously registered with Merrill.
April 19, 2021
Majority of Advisors Use ESG Products: SurveyWirehouse advisors are the most likely to use ESG products, a Broadridge survey found.
April 19, 2021
LPL Grabs Team of 20 From Advisor GroupWalnut Beech Advisors has offices in Rochester, Michigan, and Long Beach, New York; it plans to expand its tax services.
April 16, 2021
J.P. Morgan Advisors Has New CEOPhil Sieg has been promoted to lead the JPMorgan Chase division, replacing Chris Harvey.
April 16, 2021
10 Podcasts Advisors LovePodcasts are wildly popular with advisors. We asked a few for their favorites.