Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LPL Opens New 43,000-Square-Foot Home Office in Arizona
By John ManganaroLPL expects to accommodate 300 employees in the Tempe office by year-end, with more in 2025.
September 12, 2024
Hightower Backs $2.3B Florida Wealth FirmHightower, led by Bob Oros, now works with 140 advisory businesses.
September 12, 2024
The Unavoidable Truth About Retirement Investing: Josh Brown"Take your risk today, or take it later," the CEO of Ritholtz Wealth Management tells ThinkAdvisor.
September 11, 2024
FP Alpha Adds Automation Features to Estate Lab PlatformThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.
September 11, 2024
How to Keep Female Clients After the Loss of a SpouseMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
September 10, 2024
LPL Recruits HNW Advisor Duo From BofAPrivate client advisor John Duane and portfolio manager Gregory Giantsos intend to expand services to additional client segments.
September 10, 2024
How Advisors Can Help Young Clients Who Lose a SpouseA widow or widower will need compassion, support and care to best manage their financial situation.
September 10, 2024
Only 18% of Financial Advisors' Clients Are Younger Than 50: SurveyA new survey also asked about how advisors gained (and lost) clients and their biggest client problems.