Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Hightower Continues Growth Streak With $2B RIA Acquisition
By Jeff BermanThe acquisition of Vigilant Wealth Management is Hightower's fifth deal this year.
May 31, 2023
Atria BD Adds Former Signature Bank Advisors With $1BThe three-person team joins a branch of Cadaret Grant in New York.
May 30, 2023
Investors Have Too Much Information, Not Enough Knowledge: MorningstarAdvisors must clearly differentiate themselves from other sources of financial information to appeal to potential clients, Morningstar says.
May 30, 2023
Orion Fuses Client Portal Into Redtail CRMCEO Eric Clarke says client portal integration is "something no other CRM provides."
May 30, 2023
Jamie Hopkins: 3 Techniques to Help Retirees Spend More (Yes, More!)It might sound strange to encourage higher spending by retirees, but for some clients, fear drives chronic underconsumption.
May 26, 2023
Why One Independent Advisor Avoids a Niche ApproachWorking with a diverse set of clients from a demographic and wealth perspective keeps it all feeling fresh, says advisor Hiram Arnaud.
May 26, 2023
EP Wealth President Ryan Parker Becomes CEOParker, who's replacing Patrick Goshtigian, previously led wealth management at Citizens Bank and was CEO of Edelman Financial.
May 25, 2023
When Spending Too Little Is the Biggest Retirement 'Risk'Going broke in retirement is obviously a bad outcome, but so is chronic underspending, CPA Mike Piper says.