Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Integrated Partners Adds Estate Planning Tools From Wealth.com
By John ManganaroThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.
July 15, 2024
Osaic Revamps Retirement Income Planning ToolsThe partnership with IncomeConductor builds on the wealth management firm's NextPhase platform for advisors.
July 15, 2024
What's Your View of Real Estate Investing in 2024?Help us make our real estate investing coverage valuable to you — please take our brief survey.
July 12, 2024
Research Affiliates CIO Raises Private Credit ConcernsQue Nguyen, the investment firm's head of equity strategies, also says AI could be in the early bubble stage.
July 12, 2024
Wealthspire Launches Trust Company to Support Wealthy ClientsThe independent RIA will staff the unit with advisors who specialize in estate planning, wealth transfer and taxation.
July 12, 2024
RIAs Look to Automation, Multiple Custodians to Spur GrowthSixty-four percent of advisors in an Interactive Brokers survey reported using at least two custodians.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.