Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Mariner Wealth Buys 2 Firms With $100B
By Janet LevauxWith its acquisition of AndCo Consulting and Fourth Street Performance Partners, Mariner will launch an institutional channel.
January 31, 2024
Repeal Income Tax on Social Security? What Retirement Experts Think of New BillIs the You Earned It, You Keep It Act realistic? Marcia Mantell, Michael Finke and others weigh in.
January 31, 2024
RFG Advisory Deploys Nitrogen Tech to Boost Indie SupportThe hybrid RIA says growth-minded advisors will benefit in multiple ways from the new integration.
January 31, 2024
The 401(k): Now So Much More Than a Retirement PlanThese accounts are becoming far more flexible thanks to the Secure Acts, "401(k) Lady" Jeanne Sutton tells ThinkAdvisor.
January 31, 2024
20 Years In, T3 Remains an Emerging Tech BarometerA decade ago, the hot topic was robos. Then came direct indexing. Here's what the industry's talking about now.
January 31, 2024
11 Reasons Clients Stay With Their Advisors: MorningstarCommon motivations for investors to stay put, research found, fell into two broad categories: emotional and financial.
January 31, 2024
How Envestnet Is Powering a New Approach to Serving Wealthy ClientsEnvestnet is seeing high demand for both high-end and low-end client suppport, Dana D'Auria says.
January 30, 2024
Ric Edelman: Longevity Is Disrupting Traditional RetirementFuture generations may have a more cyclical relationship with work, according to the investor and author.