Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Steward Nabs $600M Wells Fargo Team
By Janet LevauxThe five-person team is coming on board via Steward Partners' affiliate option rather than via an employee partnership.
March 03, 2022
New Platform Helps Investors Find Best Advisor Match: Tech RoundupAlso, Nasdaq teams with Hashdex to launch a digital assets curriculum for advisors.
March 03, 2022
Citigroup Plans to Target Independent Advisors in Wealth Management PushThe bank is working with InvestCloud to offer the products to nearly 150 wealth management firms on that company's platform.
March 03, 2022
How to Jump Into Pro Bono Financial PlanningHere are details on ways the FPA helps advisors volunteer their time and expertise to aid underserved and at-risk individuals and families.
March 02, 2022
Creative Planning Buys HNW-Focused New York RIAThe Doman Group manages $400 million and has a specialty service for professional athletes and entertainers.
March 01, 2022
CEO Tyrone Ross Exits Onramp; Dani Fava Leaves BoardEric Ervin, who co-founded the fintech firm with Ross, has become the firm's new CEO.
March 01, 2022
Jeremy Siegel's 5 Economic Predictions Amid Russia-Ukraine WarThe broader global financial system could face risks, the Wharton professor says.
March 01, 2022
Commonwealth Rolls Out Virtual Admin ProgramThe offering pairs advisors who need support with specialists employed by Commonwealth.