Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LPL Closes Acquisition of $5B Wealth Business
By John ManganaroSo far, about 125 Crown Capital advisors have been moved to LPL's platform.
May 07, 2024
9 Phrases That Open Doors With ProspectsSome are useful in social situations, while others can lead you to "aha" moments of your own.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 04, 2024
How Morgan Stanley Wows Its Ultra-Wealthy ClientsIts Signature Access Lifestyle Advisory offers services that go far beyond portfolio management, says Valerie Wong Fountain.
May 02, 2024
SEIA Strikes Deal for $2B RIA in ClevelandThe firm sees "significant additional acquisitions" ahead, Signature Estate and Investment Advisors CEO Brian Holmes says.
May 01, 2024
3 Reasons Cash Is King AgainReturns on cash are competitive now, and your clients might have more of it than you think.
May 01, 2024
Cetera's Avantax Inks Acquisition of $760M Wealth FirmIntegrated Tax and Wealth Management's advisors will become W-2 employees of Avantax Planning Partners.
May 01, 2024
Cetera Releases Active ETF Recommendation List for AdvisorsThe vetted list features 50 active ETFs across 26 equity, fixed income and alternative asset classes, Cetera says.