Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 Trends Shaping the Wealth Management Industry
By Michael S. FischerThere's movement in the wealth management industry, and firms looking to succeed will have to adapt.
April 19, 2023
5 Ways Advisors Can Add Next-Gen Clients, Grow AssetsYounger investors are actively seeking tailored financial advice. Here's how you can add them to your client base.
April 18, 2023
8 Keys to Defusing Couples' Money ConflictsMany divorced baby boomers and members of Gen X say their marriages ended because of conflicts over money.
April 18, 2023
Atria Buys $15B Firm From KestraWith the addition of Grove Point, formerly H. Beck, Atria's operations should include about 2,700 financial professionals.
April 18, 2023
LPL Picks Up $3.1B Firm From TD AmeritradeLPL now supports over 21,000 financial advisors, including advisors at about 1,100 enterprises and at about 500 RIAs.
April 18, 2023
4 Ways to Show Prospects Your Unique ValueStart by looking at, and then explaining, what it is that makes you uniquely qualified as a financial professional.
April 17, 2023
The 'Most Important' Strategy for Retirees NowMore important than predicting a recession is preparing for ongoing portfolio stress, experts say.
April 17, 2023
For This HNW Firm, It's Crunch Time for Estate PlanningLooming estate tax changes are creating both tight deadlines and vast uncertainty, advisor Nicole Asher says.