Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Helping Clients Better Manage Cash Can Expand Relationships
By Ashish ShahMoney market funds have grown more attractive as a way advisors can grab basis points for return-seeking clients.
April 11, 2022
Retirement Planning Is No Laughing Matter: WealthConductor CEOYour clients want a customized planning approach that addresses their biggest fears, Sheryl O'Connor tells ThinkAdvisor.
April 11, 2022
Advisors Want a Spot Crypto ETF: Nasdaq SurveyMore than 70% of crypto-embracing advisors would more likely invest client assets in crypto if a spot ETF was available.
April 08, 2022
Nearly All Merrill Brokers Expected to Shift to Teams by 2030While it's unclear if teaming will be required, such a mandate could prompt some advisors to flee, recruiters say.
April 08, 2022
Creative Planning Announces 3 More RIA DealsThe latest announced acquisition for the firm is Illinois-based Heritage Way Advisors, with $450 million in AUM.
April 07, 2022
4 Ways RIAs Can Create Better Performance ReportsClients respond to a clear, attractive portfolio report that's tailored to their needs.
April 07, 2022
CI Financial Plans IPO for U.S. Wealth UnitThe news comes a week after it moved to buy the wealth business of RIA Eaton Vance WaterOak Advisors from Morgan Stanley.