Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LPL Boots Rep Who Allegedly Refused to Hire Black Applicants
By Jeff BermanThe firm ended Eileen Cure's affiliation after a viral video accused her of making racist comments in a Skype message.
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.
July 30, 2021
Advisor Group, Cetera and Pershing Tackle 2 Big Advisory MythsDespite the widely held belief to the contrary, not all advisors at IBDs are rushing to become RIAs, executives from the firms say.
July 29, 2021
Financial Advisors' Enthusiasm for Annuities Is Growing: SurveyBut many advisors would rather recommend a CD than an annuity to clients seeking principal protection, a RetireOne survey found.
July 29, 2021
RBC Wealth Selects Broadridge Platform: Tech RoundupTwo fintech executives also join Dynasty Financial Partners.
July 28, 2021
Most Investors Don't Fully Understand FeesMany investors do not fully understand management costs and advisory fees, according to a study by State Street Global Advisors.