Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Avantax Reports Recruiting Surge in 2022
By Jeff BermanThe tax-focused wealth firm, formerly Blucora, said recruited assets rose 79% from 2021.
February 21, 2023
The War on Offensive Language Has Gone Too Far (Can I Still Say 'War'?)Yes, it's important for advisors to speak carefully, but new diktats seem designed to cause us to fail.
February 17, 2023
Fidelity to Hire 4,000, Including Advisors, in First Half of 2023The announcement follows a year in which it hired more than 17,000 associates.
February 17, 2023
Why Cultural Competencies Matter: LUMINARIES PodcastAttracting diversity to an advisor team is easy; maintaining it is harder, argues Carson Group's Ana Trujillo Limon.
February 17, 2023
LPL's Enyedi, Audette Take On Expanded RolesLPL says it's realigning its management to provide a more integrated client experience.
February 17, 2023
7 Ways Crypto Investors Get BurnedThe high-profile FTX scandal and other frauds have not soured investors on crypto, but these risks might.
February 16, 2023
Sequoia Financial to Buy $5B Multi-Office FirmThe acquisition of Zeke Capital Advisors will make Sequoia a wealth manager with $15 billion in client assets.
February 16, 2023
Dynasty Financial Partners to Buy Breakaway Consultant TruClarityPamela Stross, TruClarity CEO and president, plans to join Dynasty as a consultant after the transaction is completed.