Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Mariner, AdvicePeriod to Form $48.1B RIA
By Jeff BermanMariner's deal to acquire AdvicePeriod follows an investment in Mariner by private equity firm Leonard Green & Partners.
July 16, 2021
Invest in Others Foundation Names 12 Award FinalistsThe awards recognize advisors for giving back to nonprofits; designated charities will receive donations of up to $75,000.
July 16, 2021
SEI Restructures Advisor BusinessThe development follows the TAMP's March 31 acquisition of Oranj's technology platform.
July 15, 2021
5 Ways to Use Social Security's New Statements to Help Your ClientsA new graphic illustrating the effects of claiming at nine different ages makes a handy tool even handier, Jeffrey Levine and others say.
July 15, 2021
Trendspotter: Advisor Fee Structures Are ShiftingAdvisors have become more likely to offer fixed fees and hourly fees in addition to asset-based fees. Here's why.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.
July 14, 2021
Benz, Kitces Debate Advisor Investment Accountability"Who's there to oversee these active investment choices that advisors are making?" Morningstar's Christine Benz asks.
July 14, 2021
BofA Targets Wealthy Florida Clients as Advisors Set to DoubleRevenue for the bank's wealth businesses, including Merrill, rose 14% from a year ago to hit $5.1 billion in the second quarter.