Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Dani Fava's Quest to Bring Financial Advice to the $500 Investor
By John ManganaroThe head of product innovation at Envestnet aims to bring advisory services to the masses, she tells ThinkAdvisor.
April 26, 2023
Tru Independence Adds $1B Multifamily OfficeSeven Mile Advisory is based in the New York City area.
April 26, 2023
Welcome to the New Planning Paradigm: Envestnet CEO Bill CragerCrager says advisors must adapt and embrace new ways of doing business or risk getting left behind.
April 26, 2023
CFP Wants to Help His 207,000 TikTok Fans Retire by 60When Nate Hoskin's followers become clients, "it's almost like they already know me," he tells ThinkAdvisor.
April 26, 2023
It's Official: Advisor Group to Unite Under One NameThe eight firms in the Advisor Group network will roll out the new brand one at a time.
April 25, 2023
RIA Aggregator Modern Wealth Makes First AcquisitionThe firm run by former Goldman and United Capital execs has bought $1.5 billion Barber Financial Group.
April 25, 2023
Why Raymond James Hasn't Banned ChatGPTWhile the firm isn't all in, it is allowing advisors to experiment, Vin Campagnoli and Bella Allaire say.
April 25, 2023
Wealthtender Adds Testimonial Marketing EvangelistAdvisors are still not clear on how to comply with the new SEC Marketing Rule, Diana Cabrices says.