Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Osaic Revamps Retirement Income Planning Tools
By John ManganaroThe partnership with IncomeConductor builds on the wealth management firm's NextPhase platform for advisors.
July 12, 2024
Wealthspire Launches Trust Company to Support Wealthy ClientsThe independent RIA will staff the unit with advisors who specialize in estate planning, wealth transfer and taxation.
July 12, 2024
RIAs Look to Automation, Multiple Custodians to Spur GrowthSixty-four percent of advisors in an Interactive Brokers survey reported using at least two custodians.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 11, 2024
5 Keys to a Seamless Move to Another FirmClients' strongest affiliation is with their advisor, and that relationship supersedes any notion of firm, platform or brand.
July 11, 2024
Wealth Firm Serving Doctors Lands $200M Investment, Buys RIAThe investment will help fuel more deals and product development, Earned Wealth says.
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.