Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How Raymond James Keeps Luring Advisors From Rivals
By Jeff Berman"Recruiting is still strong" despite market turmoil and stiff competition for talent, Private Client Group President Scott Curtis says.
May 19, 2022
June Court Date Set for Suspect in BofA Exec Michelle Avan's KillingThe next hearing for Anthony Duwayne Turner will be June 17, according to the L.A. Superior Court.
May 19, 2022
UBS Adds BNY Mellon Model Portfolios to Platform: Tech RoundupAlso, Invesco teamed with Cerulli Associates to launch a benchmarking index based on Cerulli data.
May 19, 2022
How Raymond James Quietly Launched a Corporate RIA OptionThree firms have been testing the program since 2021, Private Client Group President Scott Curtis tells ThinkAdvisor.
May 19, 2022
12 Biggest Robo-Advisors by AUM: Q1 2022Protections against rising inflation defined winning portfolios in the first quarter, Backend Benchmarking's David Goldstone says.
May 19, 2022
Advisor Group Buys $30B Broker-Dealer InfinexInfinex Financial has 750 financial professionals working with roughly 230 community-based bank and credit unions nationwide.
May 18, 2022
Stocks Sink on Earnings, Growth FearsConsumer shares took the brunt of the selloff, leading losses in the S&P 500; meanwhile, the Nasdaq dropped over 4.5%.
May 18, 2022
Goldman CEO Sees Recession Risk, 'Extremely Punitive' InflationHe cited at least a 30% chance of such an event in the next 12 to 24 months as calculated by his firm's economists.