Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Creative Planning Adds Goldman as Custodian
By Jeff BermanThe deal gives Creative advisors access to a wider range of solutions.
July 20, 2023
Savvy Wealth Unveils Generative AI Platform for AdvisorsThe new platform includes a CRM system, client portal and compliance/back-office support.
July 20, 2023
$5B in Giving Shows Rapid Rise of Donor-Advised Funds: Schwab CharitableDonors surpassed 1 million individual grants to charities for the first time in the organization's history.
July 20, 2023
The Bar for Advisors Has Been Raised: MyVest CEOClient expectations are increasingly being elevated by their digital experiences elsewhere, says Anton Honikman.
July 20, 2023
Portfolio Manager Barry Gilbert Leaves LPL for Carson GroupAfter 10 years at the firm, the asset allocation strategist follows three other LPL veterans.
July 19, 2023
FPA Teams With CAIA to Help Advisors Look Beyond Stocks and BondsCAIA's UniFi alternative investment learning platform is now available to all FPA members at a discount.
July 19, 2023
What Does ChatGPT Mean for Your Advisory Firm?An upcoming ThinkAdvisor webcast will dive into all things advisor tech, from artificial intelligence to turnkey asset management.
July 19, 2023
4% Rule Falls Short for Retirees With Big Health Care ExpensesAnnual health care expenses tend to grow sharply toward the end of life, HealthView Services data shows.