Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Cresset Acquires 130-Year-Old Family Office Firm in Michigan
By John ManganaroThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
June 06, 2024
Pershing X Updates Wealth Management PlatformThe features, including an interconnected client portal, were revealed at the firm's annual financial advisory conference.
June 06, 2024
Ex-Broker Charged With Bilking at Least 17 Clients in $2.7M FraudJared Dean Eakes gained access to the clients by buying books of business under false pretenses, prosecutors say.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
June 05, 2024
American College to Roll Out Tax Planning CertificationJeff Levine worked with the college to create the Tax Planning Certified Professional designation.
June 05, 2024
Advisors Pick ETFs Over Stocks for Client Portfolios: SurveyNearly 90% of respondents to an FPA survey recommend exchange-traded funds for their clients.
June 05, 2024
Watch Out, BDs! Here's What Triggers an SEC ExamA new Risk Alert details red flags that could make BDs prime targets for examiners.
June 04, 2024
New Event to Spotlight Role of Black Women in FinanceThe first Women's Impact Initiative Network Conference is set for Chicago on Juneteenth.