Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How to Become the Advisory Firm of the Future
By Jeff BermanNow is the time to "rethink the way work happens and where it happens," Altair Advisers' CEO says.
June 24, 2021
Trendspotter: Where Have All the Brokers Gone?Registered reps and BDs have been declining in numbers for years. Susan Schroeder, Andy Tasnady and Danny Sarch explain why.
June 23, 2021
Schwab to Launch Digital Account Onboarding for Advisors in JulyThe enhancement is part of a "second major wave" of digital capabilities and Schwab is already working on a "third phase" of its plan, it says.
June 21, 2021
LPL Nabs $1.3B Team From Wells FargoThe new independent practice Boggs & Co. launches in Cumberland, Maryland.
June 21, 2021
Gates Split Casts Harsh Glare on $170B Money ManagerAside from detracting attention from the couple, Michael Larson's main mandate has been to invest conservatively.
June 21, 2021
New Firm Launches Advisor-Focused Solution for Private MarketsEPIC is focusing on advisors now, but the "goal is to open up this asset class to a much larger universe of investors," its managing principal says.
June 19, 2021
Janney Advisor Thrives After Injury Renders Him QuadriplegicVincent Crudo tells ThinkAdvisor how work helped him maintain optimism and why he switched firms during the pandemic.
June 18, 2021
Advisors Embrace Financial Education for Students: SurveyTwo-thirds of advisors said they expect financial education to be part of their future business model, new research from MoneyGuide has found.