Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Integrated Partners Picks Up Exec From BNY Mellon
By Jeff BermanStephen Kolano has joined Integrated as Family Office managing director.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
July 08, 2022
LPL Financial to Buy 108-Year-Old FirmLPL signed a deal to buy the Private Client Group business of Boenning & Scattergood in Pennsylvania.
July 08, 2022
Billionaires Can't Get Enough of Private EquityThe ultra-wealthy are stepping up as pension funds and endowments reach their limits.
July 08, 2022
Envestnet Buys Advisor Billing Provider: Tech RoundupAlso, the Digital Assets Council of Financial Professionals added a new online self-study course for advisors.
July 08, 2022
ALM Launches New Resource for Small BusinessesThe ALM Small Business Adviser will help business owners navigate challenges from choosing a structure to succession planning.
July 07, 2022
SEC's First Reg BI Action Singles Out Individual AdvisorsUntil recently, how the commission would interpret and enforce the new rules was largely unknown.