Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What's Your View of Real Estate Investing in 2024?
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July 12, 2024
RIAs Look to Automation, Multiple Custodians to Spur GrowthSixty-four percent of advisors in an Interactive Brokers survey reported using at least two custodians.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 11, 2024
5 Keys to a Seamless Move to Another FirmClients' strongest affiliation is with their advisor, and that relationship supersedes any notion of firm, platform or brand.
July 11, 2024
Wealth Firm Serving Doctors Lands $200M Investment, Buys RIAThe investment will help fuel more deals and product development, Earned Wealth says.
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.
July 10, 2024
How to Avoid Excess IRA Contribution PenaltiesWithdrawing the excess may seem like a simple fix, but many clients are faced with more complicated scenarios.