Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Snappy Kraken Delays JOLT Conference: Tech Roundup
By Jeff BermanMeanwhile, the UBS Investment Bank has given new funding to the Lynk AI-driven platform.
August 31, 2021
Orion Zooms In on Growth, M&As and New Advisor Solutions at ConferenceNew solutions revealed at Ascent include Orion Cash and Credit, a joint venture with Focus Client Solutions.
August 30, 2021
12 Books to Help Advisors Invest SmarterTake a cue from Abe Lincoln and spend some time sharpening your investing axe.
August 27, 2021
20 Best-Paying Jobs for College Business Majors: 2021Yes, financial advisor made this list.
August 27, 2021
The LUMINARIES Class of 2021: Diversity, Inclusion & Thought LeadershipWe're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.
August 27, 2021
SEC Wants Info on Advisor, BD Use of Tech That Hooks InvestorsSEC Chairman Gary Gensler says he's focused on protecting investors as technology that can influence their behavior proliferates.
August 26, 2021
GeoWealth Introduces New Advisor Service Center Features: Tech RoundupAlso, Morgan Stanley selects eight startups for its latest Multicultural Innovation Lab program.
August 26, 2021
10 Steps to Keep an 'Heir Leak' From Deflating Your BusinessMost of a household's assets leave a firm when the primary client dies. Here's what you can do about that.