Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisor to World's Richest Families Has $3.6B Fortune
By Tom MaloneyByron Trott's Rolodex has included Warren Buffett, the Waltons, Kochs, Wrigleys and Pritzkers.
August 05, 2021
LUMINARIES Podcast: Leadership Lessons From Mark TibergienTibergien discusses why advisors and firms need to continually transform and improve themselves to ensure the future of the business.
August 04, 2021
LPL Boots Rep Who Allegedly Refused to Hire Black ApplicantsThe firm ended Eileen Cure's affiliation after a viral video accused her of making racist comments in a Skype message.
August 04, 2021
Where Should You Invest First? Start With Your ClientsInvesting in technology is essential to all advisory practices and should focus on improving the client experience.
August 04, 2021
LPL to Invest More Than $1.3B in Tech, Other Key Areas This YearOne major area of focus is offering its advisors more personalized solutions, CEO Dan Arnold says at Focus 2021.
August 03, 2021
Most Advisors Are Terrible at Niche Marketing. Don't Be Like Most Advisors.Financial advisors must do something to stand out in a "sea of sameness."
August 03, 2021
LPL Investigates Rep Who Allegedly Refused to Hire Black ApplicantsEileen Cure of Cure and Associates was called "racist of the day" on a TikTok video showing a Skype message she allegedly sent.
August 03, 2021
10 Things to Tell Clients About Inflation, Social Security COLAsCarson Group's Jamie Hopkins and advisors tell ThinkAdvisor how they're putting rising prices in context.