Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Study Shows Opportunity for Advisors Amid Inflation, Volatility
By Emily HolbrookNearly half of millennials who do not work with a financial professional are considering it, research found.
February 10, 2022
Tifin Launches Advisor Growth Platform: Tech RoundupAlso, YieldX adds eMoney Advisor founder Edmond Walters to its board of advisors.
February 10, 2022
Selling in the Red-Hot M&A Market: How to Maximize Your PriceThere are major differentiators that determine the price your firm can attract in the deal marketplace.
February 10, 2022
Merchant Investment Group Takes Minority Stake in $1B RIAFusion Family Wealth is a behavioral finance focused firm on Long Island.
February 09, 2022
Why IBDs Are Changing Their Recruiting DealsCommonwealth now bases forgivable notes on AUM instead of production levels, following a similar move by LPL.
February 09, 2022
Commonwealth Starts Business-Building Program for Next-Gen AdvisorsThe new NextGen Business Development Group is a year-long coaching program.
February 09, 2022
NFL Linebacker and Finance Whiz Shares 2 Big Money Mistakes to AvoidNFL players make many of the same missteps as typical investors, Brandon Copeland of the Atlanta Falcons tells ThinkAdvisor.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.