Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Fidelity Unveils New Digital Experiences For Next-Gen Investors: Tech Roundup
By Jeff BermanAlso, iCapital has introduced structured investments via Envestnet's platform.
April 26, 2023
CFP Wants to Help His 207,000 TikTok Fans Retire by 60When Nate Hoskin's followers become clients, "it's almost like they already know me," he tells ThinkAdvisor.
April 26, 2023
It's Official: Advisor Group to Unite Under One NameThe eight firms in the Advisor Group network will roll out the new brand one at a time.
April 25, 2023
RIA Aggregator Modern Wealth Makes First AcquisitionThe firm run by former Goldman and United Capital execs has bought $1.5 billion Barber Financial Group.
April 25, 2023
Why Raymond James Hasn't Banned ChatGPTWhile the firm isn't all in, it is allowing advisors to experiment, Vin Campagnoli and Bella Allaire say.
April 25, 2023
Wealthtender Adds Testimonial Marketing EvangelistAdvisors are still not clear on how to comply with the new SEC Marketing Rule, Diana Cabrices says.
April 24, 2023
Finance Twitter Decides: Blue Check Mark or Not?Some financial experts cite security concerns as a reason to pay for a blue check mark.
April 24, 2023
Cetera Lured Advisors With Nearly $3B in Assets in Q1The achievement came after the firm reported adding $13 billion in assets through organic recruiting in 2022.