Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Hightower Scoops Up $2B RIA
By Janet LevauxAs part of the deal, Farr, Miller & Washington CEO Michael Farr is set to become Hightower's chief market strategist.
July 23, 2021
10 Retirement and Tax Rules Advisors Love to Hate: Advisors' AdviceAdvisors told us which rules they would get rid of, from RMDs to income limits to Secure Act provisions.
July 22, 2021
Onramp Invest Kicks Off Crypto Trading for Advisors: Tech RoundupAlso, ProNvest introduces a retirement fintech platform.
July 22, 2021
The Best Career Advice You've Ever Gotten: Advisors' AdviceEight advisors share guidance they received that they still use today.
July 22, 2021
Is It Time to Switch to Fixed-Fee Retainers?The fixed-fee retainer model now has higher client retention rates than the asset-based fee model, our research finds.
July 22, 2021
How Thought Leadership Is Front and Center for Advisors TodaySeveral LUMINARIES judges highlight the need for out-of-the-box thinking as the wealth management industry confronts monumental change.
July 22, 2021
Why Recognition Matters: The LUMINARIES Program in ActionThe program's year-round coverage will tell the stories of those industry players making a difference for today's and tomorrow's advisors.
July 22, 2021
What's Next for Diversity and Inclusion in Wealth Management?Several LUMINARIES judges say new awareness is impressive, but there's still more work to do.