Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Why the Industry Needs to Change Now: Jamie Hopkins
By Jane Wollman RusoffClients are asking more and more about Bitcoin and other digital assets, for instance, the Carson Group executive says in an interview.
January 13, 2022
Riskalyze Adds Tricia Rothschild to Board: Tech RoundupAlso, Redtail Technology opens its text messaging platform to all advisors.
January 12, 2022
Mariner Wealth Advisors Adds $950M California Wealth FirmThe acquisition was Mariner's 14th deal in 2021.
January 12, 2022
Cambridge's Amy Webber on Leadership and the Shrinking Labor MarketThe Cambridge Investment Research executive weighs in on challenges the industry is facing, artificial intelligence and the pandemic.
January 12, 2022
New Platform Aims to Boost Diversity of Event SpeakersSonya Dreizler and Liv Gagnon have launched Choir, a platform and certification process for conferences.
January 12, 2022
GOP Lawmakers Blast SEC's Gensler Over 'Unreasonably Short' Comment PeriodsA recent study finds private equity–backed RIAs had a 200% jump in the average number of misconduct incidents after the ownership change.
January 11, 2022
Mercer Advisors Buys $510M Florida RIAThe acquisition of Cordasco Financial Network in Naples expands Mercer's presence in Florida and the Northeast, it says.
January 11, 2022
6 Steps to Winning at InnovationWith a dizzying array of technology options, advisory firms can benefit from following these steps in selection and implementation.