Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Latest LPL Service for Advisors: Partial Book Sales
By Jeff BermanAdvisors who need a quick way to reduce the size of their practices can now shift clients to LPL Financial.
February 09, 2023
Asset-Map Closes on $6M Funding Round: Tech RoundupAlso, Conquest Financial's planning tech platform raised $18 million from firms including Fidelity, BNY Mellon and RBC.
February 09, 2023
Cetera Takes Minority Stake in $1.7B FirmThe BD/RIA has made a strategic investment in Overland Park, Kansas-based Prosperity Advisors.
February 09, 2023
11 Ways Advisors Can Be Smarter About GrowthBefore adding more clients and assets, make sure your firm is actually ready to grow, Michael Kitces says.
February 08, 2023
Labor Secretary Marty Walsh Offered Top Post at NHL Players' GroupWhen Walsh will officially step down from his Cabinet position has not yet been announced.
February 08, 2023
How a 36-Year-Old CEO Finds Time for 3 Firms, a Podcast, Fiction Writing ...LUMINARIES winner Matt Reiner describes himself as a "recovering perfectionist" who puts "thinking time" on his calendar.
February 08, 2023
Please Take Politics Out of Social Security Reform: Martha SheddenThere is far more agreement than disagreement about the ways to fix Social Security, Shedden says.
February 07, 2023
'Everything Is on the Table' in CFP Competency Standards ReviewThis includes the requirement that all CFP professionals have at least a bachelor's degree.