Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Clients Have So Many Financial Needs. What's an Advisor to Do?
By John ManganaroKaren McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.
January 11, 2024
Atria Wealth Boosts Assets by $12BTwo of its business units, CUSO and Sorrento, now work with about 200 banks and credit unions.
January 10, 2024
Wealth Tax Bill Gets Hearing in CaliforniaThe bill would tax residents' "worldwide net worth" of $50 million or more, with some exceptions.
January 09, 2024
LPL's Steinmeier: Who Are You Calling an IBD?"We have really shed that skin," the firm's top business development executive tells ThinkAdvisor.
January 09, 2024
What Wealthy Investors Want From Advisors: CerulliServices now outweigh personal relationship factors when it comes to adding high-net-worth clients, new research finds.
January 09, 2024
Cambridge Launches New Fee-Only RIABridgePort Financial Solutions, led by Eddie Rollins, will acquire stakes in small and midsize firms.
January 08, 2024
Buyers Can Get Up-Front Electric Vehicle Rebates in 2024The new approach does away with having to wait until the following year to claim a tax benefit.
January 08, 2024
6 Ways to Find Common Ground With Wealthy ProspectsYou may have more in common with them than you think.