Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Mariner Wealth Advisors Adds $1B RIA in Pennsylvania
By Jeff BermanCorbenic Partners, an RIA with expertise in advising franchisee owners, is Mariner's fourth acquisition this year.
June 13, 2022
Edward Jones to Expand Advisor Team StrategyAdvisor consultants Mark Elzweig and Andy Tasnady cheered the move.
June 09, 2022
Riskalyze Increases API Offerings: Tech RoundupAlso, Franklin Templeton teams with iCapital on alternative investing.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
June 07, 2022
Fake Financial Advisor Gets 4.5 Years in Prison for FraudThe defendant used some of the $3 million scammed from clients for gambling and to make Ponzi payments.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.
June 06, 2022
Jamie Hopkins: Your Clients Don't Care About Your Fee ModelThey do care about knowing what they're getting, and many advisors struggle to articulate their value, the Carson Group executive says.
June 04, 2022
Hitting the Bull's-Eye in a Niche Target MarketAs the market becomes more saturated, advisors must differentiate themselves in order to succeed.