Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Industry Vet Sonnen Joins Coldstream Wealth as COO
By Jeff BermanThe PFI Advisors founder and ex-Focus Financial executive will optimize back-office operations for Coldstream's RIA partners.
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.
April 27, 2023
Fidelity Unveils New Digital Experiences For Next-Gen Investors: Tech RoundupAlso, iCapital has introduced structured investments via Envestnet's platform.
April 26, 2023
Tru Independence Adds $1B Multifamily OfficeSeven Mile Advisory is based in the New York City area.
April 26, 2023
Welcome to the New Planning Paradigm: Envestnet CEO Bill CragerCrager says advisors must adapt and embrace new ways of doing business or risk getting left behind.