Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Cambridge Launches New Service for Advisors With Wealthy Clients
By Jeff BermanThe service "creates one entry point" offering access to a range of expertise and guidance, says Jeff Vivacqua.
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 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.
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.