Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How Happy Are Americans With Social Security's Claiming Process?
By John ManganaroRecent retirees were asked to rate their satisfaction with the process on a scale of 1 to 10.
October 13, 2023
50th Team Joins LPL Employee Advisor ChannelThe firm also picked up an advisor team from RBC.
October 12, 2023
Allan Roth: Amid Israel-Hamas War, U.S. Investors Should Stay the CourseThe longtime Bogle aficionado urges advisors not to let emotions around the war affect clients' investment strategies.
October 12, 2023
Jamie Hopkins: The 'Fun' New Retirement Planning Metric You Should Know"Success isn't binary and neither is your retirement," he says, summing up the buzz around a new paper.
October 12, 2023
Social Security COLA for 2024 Set at 3.2%Even with a modest COLA for 2024, it will likely be hard for retirees to keep up with inflation.
October 11, 2023
The Real Reason Your Midsize Firm Isn't GrowingYou might blame flawed marketing, training or client experience, but there's likely a more fundamental culprit.
October 11, 2023
Advisor Pleads Guilty to Bilking 45 Clients in Cherry-Picking SchemeThe barred broker faces up to 25 years in prison when he is sentenced Dec. 28.
October 11, 2023
Snowbirding in Retirement: 10 Tax and Planning Facts to KnowOwning multiple residences comes with both potentially large benefits and important tax nuances.