Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
April 26, 2024
Master These Habits to Become a 'Supercommunicator': Charles DuhiggAnyone can do it, the Pulitzer Prize-winning journalist tells ThinkAdvisor.
April 26, 2024
Cetera Names New Head of Corporate DevelopmentMichael Molnar joined the firm last year via its acquisition of Avantax.
April 25, 2024
Delayed Retirements Remain Elusive for Most AmericansSecuring gainful employment after leaving a career is also challenging, an annual confidence survey found.
April 24, 2024
9 Traps to Avoid With Planning Tools: CFP BoardAdvisors must know how their processes really work and how to fully protect their clients' private information.
April 24, 2024
Future Proof Plans New 'Citywide' Event in Miami BeachThe gathering aims to redefine the landscape of investment management conferences in the United States, the CEO said.
April 24, 2024
Carson Group Names New CFO From OrionDaniel Applegarth is one of a number of leaders added since Burt White replaced Ron Carson as CEO.
April 23, 2024
Only 26% of Americans Have an Estate PlanWorking with an advisor is the largest variable in whether respondents allocate their assets, a FreeWill survey found.
April 23, 2024
Captrust Adopts CAIS Alternative Investment PlatformThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 23, 2024
The 2024 DOL Fiduciary Rule: A TimelineHere's how the 2024 fiduciary rule came into existence.
April 23, 2024
Advisor360 Taps Former MassMutual Exec as CEOMike Fanning takes the helm from Richard Napolitano, who will retire May 1.