Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Orion to Buy HNW-Focused TownSquare Capital
By Janet LevauxThe deal should add $6 billion to the $60 billion in assets now on Orion's wealth management platform.
May 09, 2022
Father of 4% Rule Urges Caution, Cash as Market Risk RisesBut recent calls to cut withdrawals to around 3% or less are too conservative, Bill Bengen tells ThinkAdvisor.
May 09, 2022
Small Broker-Dealers' Secret WeaponWhile many small BDs will continue to be acquisition targets, some smaller firms are thriving and growing.
May 09, 2022
$1B RIA Rejoins Dynasty Financial After 7 YearsAfter "steady growth," Ascent Wealth Partners says it's returned to Dynasty for its support services.
May 09, 2022
Advisor Group Hires 2 New LeadersThe firm added Dimple Shah from Cielo Advisor and Iryna Northrip from Mariner Wealth Advisors.
May 09, 2022
Capital Group ETFs Now Available in Model PortfoliosThe firm's ETFs are included in SEI's expanded line of models, along with American Funds mutual funds.
May 06, 2022
Commonwealth: Advisor Adoption of Brand Studio Has 'Exceeded Expectations'The strategic marketing support initiative is now available to all the firm's advisors after an early access program.
May 05, 2022
'Command and Control' Leadership Is Dead: Stephen M.R. CoveyThe bestselling author tells ThinkAdvisor five ways advisors can become better leaders.