Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What to Expect From American College's New Tax Certification
By John ManganaroThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 10, 2024
Luminaries 2024 Nominations Are Now OpenOur expanded recognition program will accept nominations until July 17. There's no cost to participate.
June 10, 2024
Focus Financial Names New COO, 3 More New ExecsThe news comes a few months after Focus named Michael Nathanson as CEO amid a broader leadership reshuffle.
June 07, 2024
For Young Widows, the Best Social Security Claiming Choice Isn't Always What It SeemsThis client got benefit estimates from the Social Security Administration, but they don't tell the whole story.
June 07, 2024
Cresset Acquires 130-Year-Old Family Office Firm in MichiganThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
June 07, 2024
Why Advisors Love the Retirement Planning FieldRetirement advisors commonly cite a shared sense of purpose. But many of them started on a different path.
June 07, 2024
Rhode Island Lawmakers Introduce Auto-IRA BillThe Secure Choice bill would pair a mandate to offer retirement plans with a state-run option.