Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Number of CFPs in U.S. Nears 99,000
By Janet LevauxThe share of CFPs who are women continues to inch upward.
January 09, 2024
LPL's Steinmeier: Who Are You Calling an IBD?"We have really shed that skin," the firm's top business development executive tells ThinkAdvisor.
January 09, 2024
What Wealthy Investors Want From Advisors: CerulliServices now outweigh personal relationship factors when it comes to adding high-net-worth clients, new research finds.
January 09, 2024
Cambridge Launches New Fee-Only RIABridgePort Financial Solutions, led by Eddie Rollins, will acquire stakes in small and midsize firms.
January 08, 2024
Buyers Can Get Up-Front Electric Vehicle Rebates in 2024The new approach does away with having to wait until the following year to claim a tax benefit.
January 08, 2024
6 Ways to Find Common Ground With Wealthy ProspectsYou may have more in common with them than you think.
January 08, 2024
Commonwealth Launches Virtual Paraplanning ProgramParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."
January 08, 2024
Jamie Hopkins: What Does 'Going Independent' Even Mean Now?Many of the places advisors wanted to break away from have adjusted their models and modernized.