Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Hightower Takes Stake in HNW-Focused Firm in Washington
By Jeff BermanThe investment in Highland Private Wealth Management is Hightower's fifth deal this year.
August 29, 2022
Barred Broker Sentenced to 7 Years for FraudMichael Francis Shillin's pretrial probation was revoked after he took an unauthorized Caribbean trip.
August 29, 2022
Don't Buy the Dip Too Early in a Bear Market, Analysis WarnsHistory "suggests that it's better to be late than early," Richard Bernstein Advisors' Dan Suzuki wrote.
August 26, 2022
4 Ways to Prepare Young Advisors to Manage More WealthIt's time for advisory firms to be sure their advisors are ready for the next generation of clients.
August 26, 2022
9 Lessons From John Hancock's $26M LTCI SettlementLong-term care insurance is complicated and policyholders need professional guidance, LTCI specialists say.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — FirmsThese 40 industry players have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
How Biden's Student Debt Plan Affects Advisors' ClientsOne advisor calls the forgiveness a "really big deal"; another says it's unfair to some clients.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.