Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What Does a Great Advisor Bring to the Table?
By Bryce SandersThe beauty of a relationship-based business is you can help your clients in ways they never knew they needed.
July 20, 2021
3 Key Lessons From a Year of CrisesEdward Jones advisor Jesse Abercrombie explains what he's learned from the pandemic and the fight for racial justice.
July 20, 2021
Advisors and Credit Advice: Are We Burying Our Heads in the Sand?Few Americans get professional credit advice; meanwhile, retirees pile up debt.
July 20, 2021
Mariner, AdvicePeriod to Form $48.1B RIAMariner's deal to acquire AdvicePeriod follows an investment in Mariner by private equity firm Leonard Green & Partners.
July 20, 2021
Can't Explain Bitcoin? Your Clients Will Find an Advisor Who CanAn advisor who doesn't know about Bitcoin is becoming as irrelevant as an advisor who doesn't know about annuities.
July 19, 2021
RBC Fires Advisor Charged With Kidnapping, BatteryThe advisor allegedly beat a woman and held her against her will in his Florida home less than three weeks after being arrested for battery of another woman.
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.