Hightower Scoops Up $2B RIA
By Janet LevauxAs part of the deal, Farr, Miller & Washington CEO Michael Farr is set to become Hightower's chief market strategist.
July 23, 2021
10 Retirement and Tax Rules Advisors Love to Hate: Advisors' AdviceAdvisors told us which rules they would get rid of, from RMDs to income limits to Secure Act provisions.
July 22, 2021
Onramp Invest Kicks Off Crypto Trading for Advisors: Tech RoundupAlso, ProNvest introduces a retirement fintech platform.
July 22, 2021
Mercer Advisors Adds 2 Execs in Aim to Double Its SizeOne worked earlier for Strategic Financial Solutions and Condé Nast, and the other for Edelman Financial Services.
July 22, 2021
Is It Time to Switch to Fixed-Fee Retainers?The fixed-fee retainer model now has higher client retention rates than the asset-based fee model, our research finds.
July 21, 2021
VIPs Are Venturing Into Crypto, but Many Advisors Still HesitateWhile the new Onramp platform and big-name backers like Ritholtz Wealth could help attract RIAs to crypto, many are not convinced.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 20, 2021
LPL Financial Nabs $700M Morgan Stanley TeamThe group has three advisors, is based in Los Angeles and has an office in Las Vegas.