8 Big Advisory Firms With Lots of CFPs
By John ManganaroThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.
August 18, 2023
Vanguard to Launch Active Dividend Growth FundThe Vanguard International Dividend Growth Fund, an actively managed equity fund, will launch in the fourth quarter.
August 17, 2023
Onramp Bought by Digital Assets Firm SecuritizeThe deal will give RIAs easy access to alternative investments, the firms say.
August 17, 2023
Edward Jones Partners With Citi to Offer Banking ServicesEdward Jones will offer checking and savings accounts to its U.S. clients in 2024.
August 17, 2023
Jamie Hopkins: What the CFP Mark Really Means NowThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.
August 15, 2023
RIA Taps Ex-BlackRock Private Wealth Head for CEO SlotSageView Advisory Group appointed John Longley as its CEO and named founder Randy Long as its chairman.
August 15, 2023
Ex-Vanguard CEO Joins VC Firm as AdvisorWilliam McNabb already serves on the boards of Venrock portfolio companies Altruist and Vanilla; he also has invested in both firms.
August 15, 2023
RIA Aims to Expand Access to UHNW InvestmentsNewEdge focuses on investing in structured notes, for instance, and creating strategies that use them.