Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Wall Street Chiefs Stare Down Recession Fear With Upbeat Outlook
By Sridhar Natarajan and Shubham SaharanJPMorgan CEO Jamie Dimon and Morgan Stanley CEO James Gorman are bullish despite their firms reporting second-quarter results that missed expectations.
July 13, 2022
Integrated Partners Picks Up Exec From BNY MellonStephen Kolano has joined Integrated as Family Office managing director.
July 12, 2022
David Canter's Fidelity Exit Is a Blow to the Firm's RIA Business: Industry ExpertsConsultants characterize Canter as an emotionally intelligent leader and confidante to "famous and successful" RIAs.
July 12, 2022
30% of Advisors Changed Their Retirement Plans Due to Pandemic: AmeripriseAmeriprise also asked advisors to name their most pressing challenges.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
July 08, 2022
LPL Financial to Buy 108-Year-Old FirmLPL signed a deal to buy the Private Client Group business of Boenning & Scattergood in Pennsylvania.
July 08, 2022
Billionaires Can't Get Enough of Private EquityThe ultra-wealthy are stepping up as pension funds and endowments reach their limits.