Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Dani Fava Is Leaving Envestnet
By John ManganaroShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 21, 2024
What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'The Getting Rid of Abusive Trusts Act is intended to make these trusts less attractive for tax avoidance.
March 21, 2024
This Is Where Advisor Growth Is Happening Now: Dynasty ExecsWho will win out? Who will lose? Here's what Tim Oden and Shirl Penney have to say.
March 20, 2024
HSA Planning After 55: What Your Clients Might Not KnowWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.
March 20, 2024
Caprock Scoops Up $2.2B Boutique Advisory ShopThe deal with the Chicago firm brings the RIA's assets under advisement to more than $11 billion.
March 20, 2024
Focus Financial Taps Flourish for Held-Away Cash ManagementFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.
March 19, 2024
Raymond James Taps Next CEOCFO Paul Shoukry was immediately named president and will become CEO in fiscal 2025.
March 19, 2024
How to Boost Client Confidence, According to ResearchAdvisors must "get inside the hearts and minds of clients in a more robust way," Julie Littlechild says.