Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
'No Question' Wealth and Retirement Are Converging: Bill Crager
By John ManganaroEven so, "retirement" will continue to mean very different things for different clients, the Envestnet CEO tells ThinkAdvisor.
May 01, 2023
Industry Vet Sonnen Joins Coldstream Wealth as COOThe PFI Advisors founder and ex-Focus Financial executive will optimize back-office operations for Coldstream's RIA partners.
April 28, 2023
Sanctuary Wealth Picks Up $1B Advisory Team From MerrillThe Sanctuary Wealth network now has about $25 billion in assets under advisement, Sanctuary said.
April 28, 2023
Cetera Adds Direct, Custom Indexing to Advisory PlatformThe Manager Program is intended to help advisors address tax management needs.
April 28, 2023
9 Trends That Sum Up the State of RIAs: CerulliThe news is again generally positive for U.S. RIAs, the research and consulting company says.
April 28, 2023
Are You Sure You Want to Refer Out All That 401(k) Business?Growing competition from leading 401(k) plan consultants has changed the calculus of serving workplace retirement plans.
April 27, 2023
Dani Fava's Quest to Bring Financial Advice to the $500 InvestorThe head of product innovation at Envestnet aims to bring advisory services to the masses, she tells ThinkAdvisor.
April 27, 2023
Morningstar CEO: Investors Not Seeing Value in AdviceInvestors place advisors' value around the same level as that of investing and trading platforms, new research finds.