Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Commonwealth Partners With Legacy Capitals on HNW Advisor Training
By John ManganaroLegacy Capitals supports advisors with education and consulting on the complex needs of wealthy families.
September 09, 2024
Physical Signatures No Longer Needed on Many Social Security FormsThe agency has digitized or removed signature requirements to ease the filing burden on consumers.
September 09, 2024
These Are the Biggest Causes of State Enforcement Actions, Securities Regulators SayFailure to register was a common charge in 2023, according to NASAA's just-released annual report.
September 06, 2024
Why Retirement Trends Matter to the Fed's Call on Interest RatesMeasuring the pace and scale of retirement trends helps policymakers understand where the U.S. economy may be heading.
September 06, 2024
Here's How Much Financial Planners Were Paid in 2023The median total compensation for CFPs was 10% higher than that of other planners, a study finds.
September 05, 2024
How a Solo Advisor Can Build a Team and Boost EfficiencyAdvisors face the challenge of doing more to meet evolving client demands, and many are joining forces.
September 05, 2024
Here's How Big Social Security Cuts Could Be Without ReformsA research group has put a dollar amount on the expected reduction per couple if Congress doesn't act.
September 05, 2024
10 Reasons Stocks Don't Go Up ForeverClients who are newer to investing might be blinded by recent history. Here's what to tell them.