Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisors Embrace Financial Education for Students: Survey
By Michael S. FischerTwo-thirds of advisors said they expect financial education to be part of their future business model, new research from MoneyGuide has found.
June 17, 2021
Advisor Group Added $1B in Wealth Assets in May, a RecordThe wealth management platform The platform added at least $4.8 billion in net new assets through the first five months of this year.
June 16, 2021
LPL Expands Custodial Service for Fee-Only AdvisorsLPL may have to convince its thousands of IBD reps that it isn't creating a new rival, Nexus Strategy CEO Timothy Welsh says.
June 15, 2021
Carson Group Partners With FIG on Insurance SolutionsJamie Hopkins talked to ThinkAdvisor about the deal with Financial Independence Group.
June 15, 2021
LPL Nabs $1.2B Team From UBSThe 10-member Puzzle Wealth Solutions team has joined LPL's BD, hybrid RIA and custodial platforms.
June 14, 2021
Merrill Exec Expects New, Shorter Advisor Program to Quadruple Success RateThe firm's new 18-month Advisor Development Program should increase its advisor success rate to 80%, Andy Sieg says.
June 14, 2021
Dentist Turned Advisor Fined Over Fraudulent OfferingsThe advisor has agreed to pay $600,000 to settle allegations he engaged in three separate securities frauds, the SEC says.
June 11, 2021
Is Cold Calling Dead?"Dead and buried," recruiter Danny Sarch says. Others give cold calling a place beside more modern tactics.