Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How Advisors Are Talking to Clients About Russia-Ukraine War: Advisors' Advice
By Jeff BermanSeveral advisors told us they've been getting questions about the crisis. Here's what they're telling clients.
February 23, 2022
CI Financial Buying $5B California RIAAdding Newport Beach-based Corient Capital Partners will boost CI's U.S. Wealth Management assets to $125 billion.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
February 22, 2022
How to Protect Client Portfolios From Excess Liability ClaimsAccidents' cost can go beyond insurance limits, which could mean a painful drain on client assets.
February 22, 2022
Advisors Leave Women, Youngest Investors in Lurch on Sustainable InvestingWhile 72% of clients surveyed are interested in ESG investments, 87% said their advisor hasn't suggested them.
February 22, 2022
Baird Nabs $850M Morgan Stanley RepsThe advisors move from the wirehouse to Baird in Yakima, Washington, and Durango, Colorado.
February 22, 2022
Envestnet Weighs Options After Getting Takeover InterestThe turnkey asset management provider has been approached by at least one private equity firm interested in acquiring it, said a source.
February 18, 2022
Focus Financial Expects to More Than Double Revenue Over Next 4 YearsIt also seeks to increase its number of partner firms by about 50%, CEO Rudy Adolf says.