Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What to Know Now About IRS' Final RMD Regs: Jeff Levine
By John ManganaroAdvisors have a lot of catching up to do in the weeks ahead, the CPA and "planning nerd" says.
July 17, 2024
World Investment Advisors Acquires $3.5B Wealth FirmThe firm formerly known as Pensionmark is adding 76 staffers and 15 offices across the Northeast and Ohio.
July 17, 2024
Apex Launches Cloud-Based Investment PlatformThe goal of the system is to help financial services clients "build nimble" and "run vast."
July 17, 2024
New Nominations Deadline for the 2024 Luminaries AwardsThinkAdvisor's recognition program is accepting nominations through July 24. There's no cost to participate.
July 16, 2024
12 Words That Help Get Your Point AcrossSometimes one word is all it takes to shift a client's perspective.
July 16, 2024
Advisor360 Launches Bulk Repapering ServiceThe firm says its new service can transition up to 6,000 client accounts in a matter of minutes.
July 16, 2024
Ex-Broker Charged With Bank Robbery Released on BondScott Tunis admitted to robbing a bank with a fake bomb after his 2022 arrest, records show.
July 16, 2024
Integrated Partners Adds Estate Planning Tools From Wealth.comThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.