Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisor Interest Rising in ChatGPT
By Jeff BermanAlmost 60% of advisors use or are interested in testing out AI technology, new SmartAsset data shows.
June 21, 2023
This Retirement Investing Strategy Can Boost Income 29% a YearIt's also less risky than a 60/40 portfolio, according to a new paper.
June 21, 2023
Carson Group Strikes Its Largest Deal YetNorthwest Capital Management, with $5 billion in AUM, specializes in retirement plan services.
June 21, 2023
8 High-Net-Worth Planning Tips for New GrandparentsAdvisors can help these clients think through gifting strategies like UTMA custodial accounts and generation-skipping trusts.
June 20, 2023
Should You Be a Big Fish in a Small or Large Pond?When switching firms, advisors must weigh the flexibility of a small firm against a large firm's advantage of scale.
June 20, 2023
Tax Breaks Now, Charitable Gifts Later: What to Know About Donor-Advised FundsSchwab Charitable's Fred Kaynor talks about why donor-advised funds are popular with donors and financial advisors.
June 20, 2023
Why Clients Really Hire Advisors: StudyA prospect may have a specific financial problem, but they often have other, unspoken needs, Morningstar finds.
June 16, 2023
SageView Picks Up Founders of $5B Retirement GroupRetirement Benefits Group co-founders Tony Franchimone and Larry Deatherage are becoming SageView managing directors.