Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Luminaries 2024 Nominations Are Now Open
By Janet LevauxOur expanded recognition program will accept nominations until July 17. There's no cost to participate.
June 07, 2024
Cresset Acquires 130-Year-Old Family Office Firm in MichiganThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
June 07, 2024
Why Advisors Love the Retirement Planning FieldRetirement advisors commonly cite a shared sense of purpose. But many of them started on a different path.
June 07, 2024
Rhode Island Lawmakers Introduce Auto-IRA BillThe Secure Choice bill would pair a mandate to offer retirement plans with a state-run option.
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.