Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Meet the LUMINARIES Class of 2021
By Janet LevauxThis pioneering recognition program shines a spotlight how advisors and firms are moving the industry forward in the areas that matter most to advisors.
August 12, 2021
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTsCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.
August 12, 2021
Janney Adds 8 Advisors From Ameriprise, Raymond James, Wells Fargo, TruistSo far this year, the firm has added 45 advisors who collectively manage more than $8.6 billion, it says.
August 06, 2021
LPL to Add SMAs to Model Wealth PlatformThe enhancement lets advisors combine multiple investment types in one account and will be rolled out to all advisors over the next few months.
August 06, 2021
Advisor to World's Richest Families Has $3.6B FortuneByron Trott's Rolodex has included Warren Buffett, the Waltons, Kochs, Wrigleys and Pritzkers.
August 06, 2021
10 Worst Financial Advisors in America to Date in 2021The latest advisors and brokers who "qualified" so far include alleged scammers, an alleged batterer and a registered sex offender.
August 05, 2021
Onramp Invest Raises $6M: Tech RoundupAlso, Susan Theder, Advisor Group chief marketing officer, has joined the board of directors of regtech firm ComplySci.
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.