Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
CFP Board's 'Perfect Job' Promos Fall Flat With Planners
By John Manganaro"These are bad," Jamie Hopkins said of the ads about "burrito scarfers" and "professional daydreamers."
October 03, 2024
Edward Jones Launches Financial Planning, SMA OfferingsClients with at least $250,000 in advisory program accounts will have access to personalized planning.
October 02, 2024
How Private Equity Ownership Will and Won't Change AssetMarkTwo top executives from the firm offered ThinkAdvisor an inside look at AssetMark's growth strategy.
October 01, 2024
Here's How Much Fixing Social Security Could Cost Your ClientsAffluent couples could lose nearly $1 million in benefits if Congress doesn't act, Ron Mastrogiovanni warns.
September 30, 2024
LPL Names Cheri Belski Head of Investment Management SolutionsCheri Belski is tasked with leading investment efforts across LPL's research programs, investment products and advisory platforms.
September 30, 2024
Steward Partners Promotes 3 Senior LeadersJeff Gonyo will head wealth management, while Kirstie Eustace becomes chief administrator and Maria Condon chief of staff.
September 30, 2024
Elevation Point Nabs Ex-Dynasty Exec as COOCaitlin Douglas will oversee the optimization of the new RIA firm's growth and recruiting strategies.
September 27, 2024
4 Big Takeaways From a Year of PodcastingI talked to an array of experts about annuities and the tricky challenges of retirement income planning.