Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
New FP Alpha Tool Lets Advisors Upload Clients' Insurance Documents
By Jeff BermanAdvisor tech expert Joel Bruckenstein called the tool "important" and the "first of its kind."
September 12, 2023
Joe Duran Unveils New VentureThe former United Capital founder and CEO plans to launch Rise Growth Partners in 2024.
September 12, 2023
Asset Protection Tops Portfolio Growth in New Advisor SurveyAn Insured Retirement Institute survey sheds new light on the evolving relationship between advisors and their clients.
September 12, 2023
Jamie Hopkins to Exit Carson GroupCarson's managing partner of wealth solutions says he plans to join a firm closer to home in October.
September 11, 2023
How Housing Wealth Really Flows Through Generations: StudyA new analysis considers how housing market conditions experienced in childhood affect wealth accumulation in adulthood.
September 11, 2023
Carson Coaching Teams With Idea Decanter on Video MarketingThe video marketing agency will provide video and coaching services to Carson members.
September 11, 2023
Wealthtender Buys Online Advisor Community AGCMembers of AGC, co-founded by Taylor Schulte and Justin Castelli, will gain access to Wealthtender's marketing tools.
September 11, 2023
Why Cetera's $1B Avantax Deal Is a 'Powerful' MoveThe deal brings Cetera a new custodial relationship and platform, according to CEO Adam Antoniades and others.