Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Retraining Advisors to Become 'Personal CFOs'
By Jane Wollman RusoffBrighton Jones CEO Jon Jones discusses what he thinks the industry lacks and how his advisors deliver it.
February 06, 2025
How 7 Advisors Are Easing Clients' Tariff Worries: Advisors’ AdviceClients watching recent market gyrations may be wondering how to protect their portfolios from whiplash.
February 04, 2025
Rockefeller Lures $1B Team From JanneyThe upstate New York group has served individual, charitable and small-business clients.
January 16, 2025
New Raymond James Program Seeks to Support Tampa Bay EducationThe firm has committed $7.5 million to nonprofits that support success within and outside the classroom.
January 09, 2025
Janney Added 27 Advisors in 2024The newcomers joined the wealth management firm from a dozen practices, adding $4.3 billion in client assets.
January 06, 2025
Citi Wealth Taps J.P. Morgan Wealth Exec for Investment Advisory RoleMarc Turansky most recently led advisory programs at J.P. Morgan Wealth Management.
December 30, 2024
How an Advisor Helps U.S. Expats Navigate Taxes, PlanningArielle Tucker says she provides tailored solutions to help expat clients feel more confident about their futures.
December 30, 2024
The Keys to Finding Financial HarmonyBringing out clients’ feelings is vital to aligning their money with their lifestyle, says author Preston D. Cherry.