Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Pershing's Harrison: More Acquisitions Likely Around Pershing X
By Jeff BermanBut advisors' biggest challenge now, by far, is finding and retaining top talent, Ben Harrison tells ThinkAdvisor.
June 22, 2022
Driving Excellence in Asset Management (Video)Asset Manager of the Year Award winners highlight the processes, philosophies and methods that support stellar performance.
June 22, 2022
Zooming In on Intelligent Financial Life (Video)Envestnet CEO Bill Crager, industry partners, and this year's award winners define and discuss this groundbreaking development.
June 22, 2022
S&P 500 Hasn't Had Such a Bad First Half Since the Nixon EraA 1970's-style inflation shock could send the index crashing about 33% from current levels to 2,525, says Societe Generale strategist Manish Kabra.
June 22, 2022
Advisor Group to Buy $40B American PortfoliosAdvisor Group CEO Jamie Price says American Portfolios Chairman and CEO Lon Dolber will stay as part of the deal.
June 21, 2022
Hosting a Dinner Party to Impress Your Clients, Made EasyYou don't have to be an event planner or master chef to pull this off.
June 21, 2022
Which Firms Are Really Driven by Financial Planning?While financial plan-driven investing has grown dramatically, it's not as widely practiced as you may think.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.