Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
6 Big Retirement Conflicts Married Couples Face
By John ManganaroRetirement brings a raft of contentious choices, from where to live to when to claim Social Security benefits.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 22, 2023
Dan Wheeler, Influential DFA Leader, Dies at 77Millions of investors now enjoy fee-based advice and low-cost funds because of Wheeler's work.
February 22, 2023
Wells Fargo's New LifeSync Platform to Push Clients Toward Big Goals, Step by StepWells Fargo says LifeSync will show advisors and clients how and why their daily decisions matter.
February 22, 2023
Making Hard Financial Decisions When Teens Have a Mental Health CrisisA serious mental illness diagnosis in the family can require enormous financial planning changes, Paul Peeler tells ThinkAdvisor.
February 22, 2023
Avantax Reports Recruiting Surge in 2022The tax-focused wealth firm, formerly Blucora, said recruited assets rose 79% from 2021.
February 21, 2023
Raymond James Adds Instagram to Advisor Marketing ProgramThe firm plans a focused launch of YouTube and Spotify podcasting in the coming months, it said.
February 21, 2023
Cambridge Launches New Service for Advisors With Wealthy ClientsThe service "creates one entry point" offering access to a range of expertise and guidance, says Jeff Vivacqua.