Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Private Equity Firm TPG Takes Minority Stake in Homrich Berg
By John ManganaroThe deal aims to build upon the success of HB's 2021 minority equity partnership with New Mountain Capital.
September 26, 2024
Fired BNY Advisor Claims Age DiscriminationThe advisor says a manager made ageist remarks and dismissed him despite his consistently strong performance.
September 26, 2024
Ex-Advisor Sues LPL, Citizens Bank & Trust Over Botched TransitionNathan Adams was punished for pursuing a job with LPL, which botched a background check, the complaint alleges.
September 26, 2024
Why Become a Financial Planner?The high pay "isn't one of the reasons I'm hearing," says professor Barry Mulholland.
September 25, 2024
Mystified by the Social Security Administration? Here's an Inside LookFrom headlines about the Social Security program's funding to questions about disability benefit delays, there's much to unpack.
September 25, 2024
Two-Thirds of Americans Worry About Medicare's SolvencyThey want meaningful reforms of the federal government's health insurance program, Nationwide Retirement Institute research found.
September 25, 2024
Envestnet Wins Shareholder Approval for Sale to Bain CapitalMore than 99% of the votes at a special shareholder meeting were cast in favor of the sale.
September 24, 2024
Commonwealth Nabs Two Osaic Advisors, Spotlights Partners' GrowthAegis Consulting has added Mark O'Sickey and Paul Solorzano, who worked with nearly $600 million in client assets.