Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
JPMorgan to Hire 550 Brokers, More Than Doubling Its Current Base
By Jeff BermanThe firm also grabbed new leaders from Goldman and Merrill.
July 22, 2021
Onramp Invest Kicks Off Crypto Trading for Advisors: Tech RoundupAlso, ProNvest introduces a retirement fintech platform.
July 22, 2021
The Best Career Advice You've Ever Gotten: Advisors' AdviceEight advisors share guidance they received that they still use today.
July 22, 2021
Is It Time to Switch to Fixed-Fee Retainers?The fixed-fee retainer model now has higher client retention rates than the asset-based fee model, our research finds.
July 22, 2021
How Thought Leadership Is Front and Center for Advisors TodaySeveral LUMINARIES judges highlight the need for out-of-the-box thinking as the wealth management industry confronts monumental change.
July 22, 2021
What's Next for Diversity and Inclusion in Wealth Management?Several LUMINARIES judges say new awareness is impressive, but there's still more work to do.
July 22, 2021
Behind the Curtain of ThinkAdvisor's New LUMINARIES Awards ProgramThe awards celebrate achievements in diversity & inclusion, thought leadership, executive leadership and dealmaking/growth.
July 21, 2021
What Does a Great Advisor Bring to the Table?The beauty of a relationship-based business is you can help your clients in ways they never knew they needed.