Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Atria Adds Former LPL Exec to Push Indie Growth Strategy
By Jeff BermanBill Morrissey will support the firm's "next stage" and will lead the roughly 1,500 advisors in Atria's independent channel.
November 23, 2022
Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech RoundupAlso, SEI expands its strategic pact with fintech firm Canoe Intelligence.
November 23, 2022
In Down Markets, Leave Your Investments Alone: Louis HarveyBorrow from future cash needs instead, the head of Dalbar tells ThinkAdvisor.
November 23, 2022
14 Ways to Make a Good Impression at Holiday PartiesBeing the ideal party guest can lead to more future invitations from wealthy friends and clients.
November 22, 2022
10 Reasons RIAs Should Specialize NowMichael Kitces, Michael Finke and others explain how having a niche focus can help advisory firms boost their business and pay.
November 22, 2022
LPL Adds $4.4B Bank Program With Nearly 30 AdvisorsThe deal involves a unit of St. Louis-based Commerce Bank. Terms were not disclosed.
November 22, 2022
12 Best & Worst Broker-Dealers: Q3 Earnings, 2022Just three of the 12 broker-dealers featured in our regular coverage improved earnings year over year in the third quarter.
November 22, 2022
Your Clients Need an Estate PlanA big estate tax change is coming in five years, and "procrastination is the enemy of estate planning," says D.A. Davidson's Andrew Crowell.