Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Why Cultural Competencies Matter: LUMINARIES Podcast
By Jane Wollman Rusoff Jane Wollman RusoffAttracting diversity to an advisor team is easy; maintaining it is harder, argues Carson Group's Ana Trujillo Limon.
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.
February 16, 2023
Orion Selects Docupace for Automation: Tech RoundupAlso, Gentreo's next-generation estate planning software was among the pitches at Morgan Stanley's Demo Day.
February 16, 2023
Commonwealth Sets Recruiting Record in 2022The firm onboarded 270 advisors with a record-breaking $11.24 billion in client assets, it says.
February 15, 2023
Merrill Launches Virtual Video Studio for AdvisorsAdvisors can use the new tool to create content and connect with clients and prospects at scale.
February 15, 2023
Mariner Wealth Adds Arizona Tax PracticeThe acquisition of Hopkins Tameron Hostal enhances Mariner's "mission of providing clients with 360° wealth advice," it says.
February 15, 2023
This Hedge Fund Pro Is Remaking Northern Trust's Fixed Income Investing ProcessTom Swaney tells ThinkAdvisor how his firm is seeking to boost performance and gives his bond market outlook.
February 15, 2023
From Harvard Law to High-Net-Worth AdvisorFinancial advisor David Hamilton is on a mission to help young professionals build intergenerational wealth.