Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Stifel's Alex David Tapped for New Leadership Role
By Janet LevauxHe will be the Association of African American Financial Advisors' incoming chairman emeritus.
December 07, 2022
10 'Nerdy' Year-End Planning Tips for 2022: Jeff LevineKitces.com's chief planning nerd recently presented some powerful year-end tax planning opportunities.
December 06, 2022
Carson Group Acquires Massachusetts Firm With $200M AUMThe deal allows a transition for Northface owners while ensuring continuity, the firm said.
December 06, 2022
12 Merry Retirement Statistics: 2022While worrying stats on retirement preparedness make headlines, there's also plenty of good news to celebrate.
December 06, 2022
22 Places to 'See and Be Seen' Over the HolidaysDecember is an ideal time to meet wealthy individuals who avoid mingling the rest of the year.
December 06, 2022
Cetera Keeps First Allied Brand After BD Closure"First Allied remains a community" within Cetera Advisors but is "no longer a separate legal entity," said CEO Adam Antoniades.
December 05, 2022
10 Must-Dos for CFPs Who Advise Clients on CryptoThe CFP Board has released guidelines for advisors who counsel clients on crypto and related assets.
December 05, 2022
Firm Eases Financial Pain Points of Orthopedic SurgeonsThese busy physicians have high incomes and complex tax situations, Vestia Personal Wealth Advisors' Kameron Helmuth tells ThinkAdvisor.