Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Integrated Partners Buys $2B RIA Near San Diego
By Jeff BermanThe acquisition of Laurel Wealth Advisors is Integrated's first.
February 27, 2023
Peter Mallouk: The No. 1 Thing to Look for in Investments NowThe Creative Planning CEO also told ThinkAdvisor why he thinks AI will "change everything" in three to five years.
February 27, 2023
Financial Well-Being Requires More Than One Dose: New StudyExposing college students to a financial skills course has only modest impact on measurable financial outcomes, researchers found.
February 27, 2023
PE Firm to Buy Focus Financial at $7B ValuationThe firm's board has approved Clayton Dubilier & Rice's offer of $53 a share.
February 27, 2023
Ed Slott: Advisors Are Confused About IRAsThe IRA consultant discusses the questions he gets from advisors on these retirement accounts' "complicated rules."
February 24, 2023
Top 15 Financial Advisor Hotspots: 2023These are the metro areas with the most advisors per capita, according to SmartAsset.
February 24, 2023
Ex-Advisor Who Tried to Flee Prosecution Sentenced to 9 YearsSteven Xigoros of Massachusetts defrauded clients of more than $4.3 million and failed to pay taxes, prosecutors said.
February 24, 2023
The Murky Side of Tax-Loss HarvestingA recent ProPublica story raised questions on abuse of wash-sale rules. Here's what advisory pros think.