Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Merrill Names New Head of Platforms and Capabilities
By Jeff BermanCasey Franz is replacing Kabir Sethi, who recently left Merrill to join LPL Financial.
May 19, 2022
How Raymond James Quietly Launched a Corporate RIA OptionThree firms have been testing the program since 2021, Private Client Group President Scott Curtis tells ThinkAdvisor.
May 19, 2022
12 Biggest Robo-Advisors by AUM: Q1 2022Protections against rising inflation defined winning portfolios in the first quarter, Backend Benchmarking's David Goldstone says.
May 19, 2022
Advisor Group Buys $30B Broker-Dealer InfinexInfinex Financial has 750 financial professionals working with roughly 230 community-based bank and credit unions nationwide.
May 18, 2022
Stocks Sink on Earnings, Growth FearsConsumer shares took the brunt of the selloff, leading losses in the S&P 500; meanwhile, the Nasdaq dropped over 4.5%.
May 18, 2022
Goldman CEO Sees Recession Risk, 'Extremely Punitive' InflationHe cited at least a 30% chance of such an event in the next 12 to 24 months as calculated by his firm's economists.
May 17, 2022
The 10 Client Personality Types and How to Work With ThemFirst, figure out which type of advisor you are, psychologist and advisor coach Alden Cass tells ThinkAdvisor.
May 17, 2022
Raymond James Is Spending $500M on Tech in 2022, CEO SaysCEO Paul Reilly also talked to ThinkAdvisor about advisors' biggest worries and how the firm would handle a recession.