Kitces, Pershing CIO: Advisors Should Use Tech to Offer Better Advice
By Jeff Berman"Our industry really is in the midst of just a huge evolutionary shift," Kitces said during Pershing's Insite conference.
June 07, 2021
Active Investing Is 'Biggest Scam on the Planet,' Says Nuclear Pharmacist Turned RIAMark Hebner, who retired at 32 with $6 million before becoming an advisor, tells ThinkAdvisor why he focuses on indexing.
June 04, 2021
This Raymond James Affiliate Added 10 Advisor Teams in 2021The new teams boost Concurrent's network to 125 advisors in 55 offices, including its first in Kansas.
June 03, 2021
Ex-Cetera Rep Gets 5-Year Prison Sentence for Defrauding ClientsThe former broker had pleaded guilty to wire and bank fraud on Jan. 14.
June 03, 2021
Why Some Advisory Firms Struggle With RecruitingBNY Mellon Pershing's Christina Townsend talks to ThinkAdvisor about recruiting mistakes to avoid and how to boost diversity.
June 01, 2021
Advisors' Interest in Crypto Assets Rising: FPA SurveyFifteen percent of advisors said they used or recommended cryptocurrencies, up from 1% in 2020.
May 28, 2021
Morgan Stanley Exec: The Top 3 Attributes of a Successful AdvisorThe firm's head of field management discusses what it takes to succeed as demands on advisors grow.
May 28, 2021
Honoring Advisors Who Serve(d): Memorial Day, 2021Here are stories of veterans in the advisory world, told in their own words.