Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
MaxMyInterest Boosts Offerings for Envestnet, Tamarac Users: Tech Roundup
By Jeff BermanAlso, WisdomTree unveils a new digital wallet, WisdomTree Prime.
February 02, 2022
Here's How Much RIAs Pay Their Employees: SchwabRIA firms are increasingly offering more than traditional compensation to compete for talent, according to a report from Schwab.
February 02, 2022
Ex-LPL Rep Charged With Fraud, Could Get 37 Years Behind BarsThe former LPL broker is accused of raiding clients' annuities, the Justice Department says.
February 01, 2022
How Advisors Can Help Wealthy Clients Through 'Gray Divorce'Divorcing clients need to have a complete financial understanding regarding the division of their hard-earned assets.
February 01, 2022
Hightower Takes Stake in Business Manager to the WealthyGrant Tani Barash & Altman does bill payment, tax preparation and related services for high-net-worth clients in Los Angeles and nationwide.
February 01, 2022
Creative Planning Buys Tax-Focused RIA in St. Louis MarketThe firm says it will hire more attorneys and CPAs in the region to create a tax and estate planning hub.
January 31, 2022
Cetera Taps Stinson as BD PresidentTim Stinson, named president of Cetera Advisor Networks, is the first Black person to hold this post.
January 31, 2022
Merrill's New Training Program: Less Selling, More Coaching, Plenty of SkepticismCan Merrill meet its goal of graduating 1,000 new advisors a year? Will they stick around? Recruiters have doubts.