Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LPL Nabs $1.3B Team From Wells Fargo
By Jeff BermanThe new independent practice Boggs & Co. launches in Cumberland, Maryland.
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.
June 17, 2021
RobustWealth's Closure 'a Shame,' but Not a Surprise, Techies Say"When an insurance company purchases a wealthtech firm, there is often a culture clash," says T3 head Joel Bruckenstein.
June 17, 2021
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech RoundupAlso, Riskalyze and RightCapital deepen their integration.
June 17, 2021
Advisor Group Added $1B in Wealth Assets in May, a RecordThe wealth management platform The platform added at least $4.8 billion in net new assets through the first five months of this year.
June 16, 2021
LPL Expands Custodial Service for Fee-Only AdvisorsLPL may have to convince its thousands of IBD reps that it isn't creating a new rival, Nexus Strategy CEO Timothy Welsh says.
June 15, 2021
Carson Group Partners With FIG on Insurance SolutionsJamie Hopkins talked to ThinkAdvisor about the deal with Financial Independence Group.