Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Goodbye, Wirehouses: Why Young Financial Advisors Are Breaking Away
By John ManganaroAt Dynasty, these advisors saw a chance to step off the sales treadmill and give fiduciary advice, they tell ThinkAdvisor.
February 22, 2023
Wells Fargo's New LifeSync Platform to Push Clients Toward Big Goals, Step by StepWells Fargo says LifeSync will show advisors and clients how and why their daily decisions matter.
February 22, 2023
Making Hard Financial Decisions When Teens Have a Mental Health CrisisA serious mental illness diagnosis in the family can require enormous financial planning changes, Paul Peeler tells ThinkAdvisor.
February 22, 2023
Avantax Reports Recruiting Surge in 2022The tax-focused wealth firm, formerly Blucora, said recruited assets rose 79% from 2021.
February 21, 2023
Raymond James Adds Instagram to Advisor Marketing ProgramThe firm plans a focused launch of YouTube and Spotify podcasting in the coming months, it said.
February 21, 2023
Cambridge Launches New Service for Advisors With Wealthy ClientsThe service "creates one entry point" offering access to a range of expertise and guidance, says Jeff Vivacqua.
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.